How to transform and streamline your practice and achieve bold new levels of efficiency, service, and profitability

Sick and tired of spending more time wrangling paperwork and managing your office than serving clients? Is overhead eating up your profit margins? Don’t sweat it: This book has the answers to your problems.

This much anticipated update of the book that has become the financial advisor’s technology bible delivers the technologies, workarounds, and procedural efficiencies you need to drastically reduce your paperwork, slash your overhead, and find anything you need in seconds while growing your business, building your brand, and boosting your profits.

Featuring contributions from an all-star team of experts that’s a virtual “Who’s Who of Technology for Financial Advisors”, this book gives you what you need to know to take your practice to a bold new level of professionalism and efficiency. You’ll find:

• Non-biased, in-depth reviews of all the CRM systems on the market, with guidance on choosing the ideal one for your practice
• The latest in financial planning and portfolio management software and how to choose the best programs for your clients and grow your business
• Guidelines for seamlessly integrating your software systems for greater efficiency, lower costs, and bigger profits
• The lowdown on The Cloud, how it’s revolutionizing the financial planning industry, and how switching to a cloud-based IT infrastructure can save you big bucks
• Guidance on how to use the Web and social media to grow your business, with tips on how to manage your online presence
• A road map for making the transition from a brick-and-mortar to a digital firm with expert advice on how to build and manage a virtual staff
• Proven methods for accurately calculating the return on your technology investments, along with solid budgeting tips

In today’s shaky economic environment, the rule for financial advisors is “evolve or perish.” Arming you with cutting-edge strategies and tools for evolving your practice and dramatically increasing your efficiency, customer service, and profitability, Technology Tools for Today’s High-Margin Practice holds the key to your professional survival.

How to transform and streamline your practice and achieve bold new levels of efficiency, service, and profitability

Sick and tired of spending more time wrangling paperwork and managing your office than serving clients? Is overhead eating up your profit margins? Don’t sweat it: This book has the answers to your problems.

This much anticipated update of the book that has become the financial advisor’s technology bible delivers the technologies, workarounds, and procedural efficiencies you need to drastically reduce your paperwork, slash your overhead, and find anything you need in seconds while growing your business, building your brand, and boosting your profits.

Featuring contributions from an all-star team of experts that’s a virtual “Who’s Who of Technology for Financial Advisors”, this book gives you what you need to know to take your practice to a bold new level of professionalism and efficiency. You’ll find:

• Non-biased, in-depth reviews of all the CRM systems on the market, with guidance on choosing the ideal one for your practice
• The latest in financial planning and portfolio management software and how to choose the best programs for your clients and grow your business
• Guidelines for seamlessly integrating your software systems for greater efficiency, lower costs, and bigger profits
• The lowdown on The Cloud, how it’s revolutionizing the financial planning industry, and how switching to a cloud-based IT infrastructure can save you big bucks
• Guidance on how to use the Web and social media to grow your business, with tips on how to manage your online presence
• A road map for making the transition from a brick-and-mortar to a digital firm with expert advice on how to build and manage a virtual staff
• Proven methods for accurately calculating the return on your technology investments, along with solid budgeting tips

In today’s shaky economic environment, the rule for financial advisors is “evolve or perish.” Arming you with cutting-edge strategies and tools for evolving your practice and dramatically increasing your efficiency, customer service, and profitability, Technology Tools for Today’s High-Margin Practice holds the key to your professional survival.