Technology Tools for Today's High-Margin Practice

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Publisher : John Wiley & Sons
ISBN 13 : 1118434765
Total Pages : 240 pages
Book Rating : 4.1/5 (184 download)

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Book Synopsis Technology Tools for Today's High-Margin Practice by : David J. Drucker

Download or read book Technology Tools for Today's High-Margin Practice written by David J. Drucker and published by John Wiley & Sons. This book was released on 2013-01-29 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: Revolutionize your financial advisory practice with the latest cutting-edge tools 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

Virtual-Office Tools for a High-Margin Practice

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 0470884789
Total Pages : 286 pages
Book Rating : 4.4/5 (78 download)

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Book Synopsis Virtual-Office Tools for a High-Margin Practice by : David J. Drucker

Download or read book Virtual-Office Tools for a High-Margin Practice written by David J. Drucker and published by John Wiley & Sons. This book was released on 2010-05-21 with total page 286 pages. Available in PDF, EPUB and Kindle. Book excerpt: Tired of spending more time with filing cabinets than with clients? Is overhead eating up margins? Now, two leading financial planners and columnists deliver the help advisers have been begging for. Virtual-Office Tools for a High-Margin Practice is a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisers move toward a paperless office, while still complying with SEC record-keeping requirements. The authors show planners how to reduce the amount of paperwork in their offices by 99 percent, slash overhead, and find anything they need in one minute or less by adapting innovative software tools and shifting from on-site employees to remote assistants and virtual work partners. Until now, creative ways of working this smart were hard to come by. With this book, they are available, ready to go, and easy to implement.

Virtual-Office Tools for a High-Margin Practice

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Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (729 download)

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Book Synopsis Virtual-Office Tools for a High-Margin Practice by : Joel P. Bruckenstein

Download or read book Virtual-Office Tools for a High-Margin Practice written by Joel P. Bruckenstein and published by . This book was released on 2010 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Virtual-Office Tools for a High-Margin Practice

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 047088276X
Total Pages : 285 pages
Book Rating : 4.4/5 (78 download)

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Book Synopsis Virtual-Office Tools for a High-Margin Practice by : David J. Drucker

Download or read book Virtual-Office Tools for a High-Margin Practice written by David J. Drucker and published by John Wiley & Sons. This book was released on 2010-05-18 with total page 285 pages. Available in PDF, EPUB and Kindle. Book excerpt: Tired of spending more time with filing cabinets than with clients? Is overhead eating up margins? Now, two leading financial planners and columnists deliver the help advisers have been begging for. Virtual-Office Tools for a High-Margin Practice is a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisers move toward a paperless office, while still complying with SEC record-keeping requirements. The authors show planners how to reduce the amount of paperwork in their offices by 99 percent, slash overhead, and find anything they need in one minute or less by adapting innovative software tools and shifting from on-site employees to remote assistants and virtual work partners. Until now, creative ways of working this smart were hard to come by. With this book, they are available, ready to go, and easy to implement.

Nail It Today with Both Hands

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Publisher :
ISBN 13 : 1481751336
Total Pages : 195 pages
Book Rating : 4.4/5 (817 download)

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Book Synopsis Nail It Today with Both Hands by : Joe Cox

Download or read book Nail It Today with Both Hands written by Joe Cox and published by . This book was released on 2013-06 with total page 195 pages. Available in PDF, EPUB and Kindle. Book excerpt: Would you have enjoyed being a captive anthropoid in a zoo 100 years ago? Today, modern zoological parks simulate the natural habitats of the species in their sanctuaries. Gorillas and chimps thrive and reproduce. Many are released back into the wild. But in the corporate world management doesn't seem to know the normal conditions for Homo sapiens to perform at his best, and sadly don't care to learn. Anthropology, biology, psychology and sociology each teach us what Homo sapiens need to flourish. It is an enriched habitat that satisfies the needs and desires of hominids as they hunt and gather and compete for territory in the Corporate Zoo. Homo sapiens have two motivators that determine the effort they will put into work and how long they will continue doing it. Managers must sustain those motivations - with a two-handed approach that leaves no doubt that it produces profit. At a minimum, readers will figure out what they need from their bosses to fly after their goals. Managers will learn what drives team members and that they are dufuses if they don't provide it. Companies will rethink the order of their priorities if they want to be more profitable. The tools included in Nail it Today seal the deal in this one-of-a-kind eye-opening revelation on business. You won't put it down and you can't ignore it. It hits too hard.

Tools & Techniques of Practice Management

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Publisher :
ISBN 13 :
Total Pages : 320 pages
Book Rating : 4.0/5 ( download)

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Book Synopsis Tools & Techniques of Practice Management by :

Download or read book Tools & Techniques of Practice Management written by and published by . This book was released on 2004 with total page 320 pages. Available in PDF, EPUB and Kindle. Book excerpt:

THE OPPORTUNITIES OF UNCERTAINTIES: FLEXIBILITY AND ADAPTATION NEEDED IN CURRENT CLIMATE Volume I (Social Science and ICT)

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Publisher : Lulu Publication
ISBN 13 : 1300397241
Total Pages : 343 pages
Book Rating : 4.3/5 (3 download)

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Book Synopsis THE OPPORTUNITIES OF UNCERTAINTIES: FLEXIBILITY AND ADAPTATION NEEDED IN CURRENT CLIMATE Volume I (Social Science and ICT) by : Dr. Shahana A. M., Dr. A. Sivakumar & Mr. V. Parthiban

Download or read book THE OPPORTUNITIES OF UNCERTAINTIES: FLEXIBILITY AND ADAPTATION NEEDED IN CURRENT CLIMATE Volume I (Social Science and ICT) written by Dr. Shahana A. M., Dr. A. Sivakumar & Mr. V. Parthiban and published by Lulu Publication. This book was released on 2021-06-25 with total page 343 pages. Available in PDF, EPUB and Kindle. Book excerpt: Uncertainty is a circumstance in one’s life. Individual differ in their approach to handle uncertainty. Intolerance to uncertainty is influenced by various factors, such as personality, cognitive aspects and uncertainty, neuro biological aspects of uncertainty. When one understands how intolerance to uncertainty is developed and makes individual vulnerable. We can strength the psychological mind set to face uncertainty.

A HANDBOOK OF RETAIL MANAGEMENT: PRINCIPLES & PRACTICES

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Publisher : Archers & Elevators Publishing House
ISBN 13 : 9390996481
Total Pages : pages
Book Rating : 4.3/5 (99 download)

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Book Synopsis A HANDBOOK OF RETAIL MANAGEMENT: PRINCIPLES & PRACTICES by : Dr.Dipa Mitra

Download or read book A HANDBOOK OF RETAIL MANAGEMENT: PRINCIPLES & PRACTICES written by Dr.Dipa Mitra and published by Archers & Elevators Publishing House. This book was released on with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Ji xie gong cheng shi

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Publisher :
ISBN 13 :
Total Pages : 566 pages
Book Rating : 4.:/5 (31 download)

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Book Synopsis Ji xie gong cheng shi by :

Download or read book Ji xie gong cheng shi written by and published by . This book was released on 1914 with total page 566 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Food Science and Technology

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Publisher : John Wiley & Sons
ISBN 13 : 0470673427
Total Pages : 581 pages
Book Rating : 4.4/5 (76 download)

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Book Synopsis Food Science and Technology by : Geoffrey Campbell-Platt

Download or read book Food Science and Technology written by Geoffrey Campbell-Platt and published by John Wiley & Sons. This book was released on 2017-11-29 with total page 581 pages. Available in PDF, EPUB and Kindle. Book excerpt: Food Science and Technology, Second Edition is a comprehensive text and reference book designed to cover all the essential elements of food science and technology, including all core aspects of major food science and technology degree programs being taught worldwide. The book is supported by the International Union of Food Science and Technology and comprises 21 chapters, carefully written in a user-friendly style by 30 eminent industry experts, teachers, and researchers from across the world. All authors are recognized experts in their respective fields, and together represent some of the world’s leading universities and international food science and technology organizations. All chapters in this second edition have been fully revised and updated to include all-new examples and pedagogical features (including discussion questions, seminar tasks, web links, and glossary terms). The book is designed with more color to help enhance the content on each page and includes more photos and illustrations to bring the topics to life. Coverage of all the core modules of food science and technology degree programs internationally Crucial information for professionals in the food industry worldwide Chapters written by subject experts, all of whom are internationally respected in their fields A must-have textbook for libraries in universities, food science and technology research institutes, and food companies globally Additional interactive resources on the book's companion website, including multiple choice questions, web links, further reading, and exercises Food Science and Technology, 2nd Edition is an indispensable guide for food science and technology degree programs at the undergraduate and postgraduate level and for university libraries and food research facilities.

Export Today

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Publisher :
ISBN 13 :
Total Pages : 512 pages
Book Rating : 4.:/5 (318 download)

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Book Synopsis Export Today by :

Download or read book Export Today written by and published by . This book was released on 1989 with total page 512 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Mechanical Engineer

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Publisher :
ISBN 13 :
Total Pages : 566 pages
Book Rating : 4.3/5 (91 download)

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Book Synopsis The Mechanical Engineer by : William Henry Fowler

Download or read book The Mechanical Engineer written by William Henry Fowler and published by . This book was released on 1914 with total page 566 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Popular Mechanics

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Publisher :
ISBN 13 :
Total Pages : 136 pages
Book Rating : 4./5 ( download)

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Book Synopsis Popular Mechanics by :

Download or read book Popular Mechanics written by and published by . This book was released on 1988-07 with total page 136 pages. Available in PDF, EPUB and Kindle. Book excerpt: Popular Mechanics inspires, instructs and influences readers to help them master the modern world. Whether it’s practical DIY home-improvement tips, gadgets and digital technology, information on the newest cars or the latest breakthroughs in science -- PM is the ultimate guide to our high-tech lifestyle.

Popular Science

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Publisher :
ISBN 13 :
Total Pages : 148 pages
Book Rating : 4./5 ( download)

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Book Synopsis Popular Science by :

Download or read book Popular Science written by and published by . This book was released on 1984-02 with total page 148 pages. Available in PDF, EPUB and Kindle. Book excerpt: Popular Science gives our readers the information and tools to improve their technology and their world. The core belief that Popular Science and our readers share: The future is going to be better, and science and technology are the driving forces that will help make it better.

The Toyota Kata Practice Guide: Practicing Scientific Thinking Skills for Superior Results in 20 Minutes a Day

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Publisher : McGraw Hill Professional
ISBN 13 : 1259861031
Total Pages : 302 pages
Book Rating : 4.2/5 (598 download)

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Book Synopsis The Toyota Kata Practice Guide: Practicing Scientific Thinking Skills for Superior Results in 20 Minutes a Day by : Mike Rother

Download or read book The Toyota Kata Practice Guide: Practicing Scientific Thinking Skills for Superior Results in 20 Minutes a Day written by Mike Rother and published by McGraw Hill Professional. This book was released on 2017-10-27 with total page 302 pages. Available in PDF, EPUB and Kindle. Book excerpt: Take the Kata path to scientific thinking and superior results! In this long-awaited companion to the groundbreaking book Toyota Kata, Mike Rother takes you to the next level of developing business mindset and capability for the 21st Century. Much more than a list of management concepts, The Toyota Kata Practice Guide walks you through the process of making improvement, adaptation, and even innovation routine behavior. Designed to help a coach (the manager) and a learner work together for developing new skillsets, The Toyota Kata Practice Guide delivers the information, insight, and frameworks you need to: * Form habits that help you solve problems and achieve challenging goals * Modify the thought patterns that drive your behavior * Develop an organizational mindset that drives superior results The Improvement Kata gives learners the means to experiment their way through obstacles and achieve tough goals; the Coaching Kata gives managers the means to accelerate and cement their people's learning. In the new age of business, increasing efficiency and decreasing costs is no longer the end game. A manager’s job today is to develop patterns of thinking and acting in their people that lead to success with any challenge. Consistent, mindful practice is the best way to do it—and The Toyota Kata Practice Guide is the best way to get there.

Entrepreneurship

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Publisher : SAGE Publications
ISBN 13 : 1544354657
Total Pages : 538 pages
Book Rating : 4.5/5 (443 download)

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Book Synopsis Entrepreneurship by : Heidi M. Neck

Download or read book Entrepreneurship written by Heidi M. Neck and published by SAGE Publications. This book was released on 2019-11-08 with total page 538 pages. Available in PDF, EPUB and Kindle. Book excerpt: Based on the world-renowned Babson Entrepreneurship program, Entrepreneurship: The Practice and Mindset catapults students beyond the classroom by helping them develop an entrepreneurial mindset so they can create opportunities and take action in uncertain environments.

Popular Science

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Publisher :
ISBN 13 :
Total Pages : 132 pages
Book Rating : 4./5 ( download)

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Book Synopsis Popular Science by :

Download or read book Popular Science written by and published by . This book was released on 1986-11 with total page 132 pages. Available in PDF, EPUB and Kindle. Book excerpt: Popular Science gives our readers the information and tools to improve their technology and their world. The core belief that Popular Science and our readers share: The future is going to be better, and science and technology are the driving forces that will help make it better.