Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours: 171 (Bloomberg Financial)
SKU: 96231898532

Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours: 171 (Bloomberg Financial)

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Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours: 171 (Bloomberg Financial)Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In a new revised edition of the "bible" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help

Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In a new revised edition of the "bible" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisors in private practice move toward today's virtual office. The authors show you how to drastically reduce the paperwork in your office, slash overhead, and find anything you need in seconds using the latest software.

This revised edition includes new information on SaaS and cloud computing, software integrations, mobile devices/apps, social media tools, portfolio accounting and outsourcing, collaborative tools, digital signatures, workflow management, marketing technology and much more.

  • Perfect for successful practices seeking greater efficiencies and healthier profit margins
  • The authors are well-known financial advisors, each with more than 30 years of experience in financial services
  • Addresses the evolution of the virtual office and its impact on advisory firms 

If you're looking for new systems and efficiencies to transform and streamline your private practice, look no further than Technology Tools for Today's High-Margin Practice. 

*Chapter 1 Selecting the Right CRM System, Davis D. Janowski

Chapter 2 The Future of Financial Planning Software, Bob Curtis

Chapter 3 The Future of Financial Planning Software and the New Client-Advisor Relationship, Linda Strachan

Chapter 4 Portfolio Management Software, Mike Kelly

Chapter 5 Achieving Growth and Profitability with Technology Integration, Jon Patullo

Chapter 6 How the World Wide Web Impacts the Financial Advisor, Bart Wisniowski

Chapter 7 Managing Your Online Presence, Marie Swift

Chapter 8 Client Portals and Collaboration, Bill Winterberg

Chapter 9 The Cloud, J. D. Bruce

Chapter 10 Digital Signature Technology, Dan Skiles

Chapter 11 Innovative Software and Technologies Implemented at One of the United States’ Leading Advisory Firms, Louis P. Stanasolovich

Chapter 12 Virtual Staff Sparks Growth, Profitability, and Scalability, Jennifer Goldman

Chapter 13 ROI―The Holy Grail of the Technology Purchase Decision, Timothy D. Welsh

Chapter 14 Building an Efficient Workflow Management System, David L. Lawrence

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SKU: 96231898532

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Color: Bear
Good for dogs that like to chew. Smells like blue raspberry and I was not expecting that
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Reviewed in the United States on June 5, 2026
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Sara Knickmeier
Bozeman, US
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Color: Grape
My dogs love this and so do I. It really smells like “fun grape” like a fun smelling marker. It’s gentle for their teeth and durable! They are both interested in it and take turns using it, pretty awesome!
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Reviewed in the United States on June 6, 2026
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Staci M. L.
San Leandro, US
★★★★★ 5
Great for SuperChewers. Keeps my Golden busy.
Color: Bear, Color: Bear
My dog loves it and it keeps her busy for a while. She actually pulls it out of her toy basket and brings it to me when she wants it filled. I break her treats into some pieces that are easy to get and some a little harder. This way she doesn’t get them too fast or loose interest if they’re harder to get. Also, she’s had it for 3 months and there’s barely a mark on it and she’s still a puppy that chews her toys to pieces.
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Jen M.
Lake Worth, US
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Durable, cute, & smells so good!
Color: Bear
OMG- didn’t expect this to be my dog’s favorite stuffable dog chew, but it is!! This durable rubber like dog chew is still intact and smells like blueberries after over 2 months! Great for hours with each new treat! Am buying another, when I need to :) great value
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Bozeman, US
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Color: Grape
Have a 1 1/2 yr old Belgian Malinois who needs things to do. I bought these and he loved it. Bad thing, it took him 1 day to chew the rope off both grape and pineapple. The stems on the cherry were also chewed off. The rest of the toy is intact and he still loves it.
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Reviewed in the United States on May 14, 2026

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