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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Natalie Hightower
Lake Worth, US
★★★★★ 5
Perfect!
Format: Hardcover
Perfect Fathers Day gift!
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Reviewed in the United States on December 28, 2025
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Ashley
Waukegan, US
★★★★★ 5
Very cute
Format: Hardcover
We’ve had wildflower and hungry caterpillar theme since my little one was born and her dad loved this book for Father’s Day! Very cute
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Reviewed in the United States on April 23, 2026
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NoNameJane
Carnegie, US
★★★★★ 5
Great
Format: Hardcover
Great
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Reviewed in the United States on May 11, 2026
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Olivia F.
Lake Worth, US
★★★★★ 4
sweet picture book read
Format: Hardcover
I LOVE DAD WITH THE VERY HUNGRY CATERPILLAR is a sweet book of love, written from the perspective of a child to their father. The book uses imagery from other Eric Carle books alongside simple language to describe the connection between father and child, such as "Dad... You are easy to talk to... and you're fun to play with." Ellipses break up sentences across multiple pages, with animals that suit each phrase pictured as parent and child. What I loved: This is a cute and simple read that would be a great gift for a new father or father of a young child, as they can share it together. The short length of the book works well for infants and toddlers, as each page only has a few words. The illustrations are simple, borrowing from past Eric Carle books to maintain his style, and showing the animals most related to the text (for instance, on the page with "but you're still cool" it features polar bears) on a white background. This is a simple style that will work well for little ones. The very hungry caterpillar appears on each page, almost hidden and could make for a fun and easy search for toddlers. Final verdict: Overall, this is a sweet picture book that would make a great gift for new fathers or fathers with young children.
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Reviewed in the United States on February 7, 2022
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Rains Family Farm
Lake Worth, US
★★★★★ 5
Daily devotional with ease.
Format: Imitation Leather
This is a great little devotional book for men. I bought two, one for me and one for my son. I keep mine at my desk at work and read it each morning and I enjoy the insightful quotes and verses that help me start my day. It truly only takes about a minute or two to read through everything and the verses are actually written out on the page with the reference. I know there are a lot of devotionals out there that you can select from, but I like this one because it’s small and compact and acutely directed towards men. The small size is perfect, the price is excellent, and the daily devotionals are spot on.
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Reviewed in the United States on March 3, 2026

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