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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 secondswhile 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:
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.
Praise for Technology Tools for Today's High-Margin Practice
"Drucker and Bruckenstein have brought together the industry's top tech minds to create a road map for advisors looking to achieve scale and profitability through better use of technology. Dave and Joel have the exceptional ability to see the 'bigger picture' and provide a fresh perspective on how advisors can maximize their technology investments."
Tom Nally, President, TD Ameritrade Institutional Board of Trustees, Foundation for Financial Planning
"Backed by their years of experience, David Drucker, Joel Bruckenstein 'and friends' share their valuable hard-learned lessons and unique insights in this great book for financial advisors who want to use proven technology solutions for doing well by their clients so that they, as advisors, do exceptionally well. This book is an excellent resource for any advisor focused on running an efficient and profitable business."
John J. Bowen, founder and CEO, CEG Worldwide, LLC; columnist, Financial Planning magazine
"Technology Tools is an invaluable addition to your practice. Buy it! Read it! Implement it! Profit!!"
Harold Evensky, CFP®, AIF®, President, Evensky & Katz Wealth Management
"Like many others, for years I have relied upon Dave and Joel for timely, relevant and practical advice on the ever-changing world of useful technology for financial planners. The 2013 edition of Virtual-Office Tools for a High-Margin Practice delivers like no other before it by assembling the perspectives of several experts. I became more productive almost instantly just from reading Bill Winterberg's chapter on collaboration tools. Any practitioner contemplating their next technology choices would be well served by getting a copy of this book."
Dan Moisand, CFP®, Principal and Senior Financial Advisor, Moisand Fitzgerald Tamayo, LLC and former Chairman, Financial Planning Association (FPA)
"Technology Tools for Today's High-Margin Practice is an excellent reference book for any firm looking to improve its operations and margins. David and Joel have assembled some of the most knowledgeable people in our industry on a broad range of technology and operational topics. The format of the book is easy to read and the coverage of each topic is extensive. This book is a must-have reference for firms of all sizes."
Charles Goldman, CFP®, cofounder, Advizent; board member, CFP® Board of Standards; board member, Personal Capital
There's no need to look elsewhere if you're searching for the current state of financial services technology. Read morePublished 6 months ago by Philip M. Watson
The authors have done a great job of collecting relevant and up-to-date articles on a broad range of topics facing today's practitioner. Read morePublished 8 months ago by Rex Anderson
We are always looking for ways to better use technology at Riverstone Advisors LLC. Tech Tools gives an excellent survey of the state of the art of technology in the Financial... Read morePublished 8 months ago by LJLammers
Dave and Joel wrote the first, groundbreaking book on technology for independent financial advisors in 2002. Read morePublished 10 months ago by MJ Sterba
Technology Tools For Today's High-Margin Practice provides a great deal of technology information from many different sources and that I believe is the strength of this follow on... Read morePublished 11 months ago by Ray Mignone
I still would like to see an update of the original. At least it was not a software company ad.Published 13 months ago by James C. Chambers
Technology Tools for Today's High-Margin Practice is a phenomenal book. To compete in the RIA space, requires an absolute commitment to leverage technology. Read morePublished 14 months ago by Troy D.