{"product_id":"technology-tools-bloom-fin-9781118434765","title":"Technology Tools (Bloom Fin)","description":"\u003cp\u003e\u003cb\u003eRevolutionize your financial advisory practice with the latest cutting-edge tools\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eTired 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.\u003c\/p\u003e \u003cp\u003eThis 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.\u003c\/p\u003e \u003cul\u003e \u003cli\u003ePerfect for successful practices seeking greater efficiencies and healthier profit margins\u003c\/li\u003e \u003cli\u003eThe authors are well-known financial advisors, each with more than 30 years of experience in financial services\u003c\/li\u003e \u003cli\u003eAddresses the evolution of the virtual office and its impact on advisory firms \u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eIf 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. \u003c\/p\u003e \u003cp\u003e*Chapter 1 Selecting the Right CRM System, Davis D. Janowski\u003c\/p\u003e \u003cp\u003eChapter 2 The Future of Financial Planning Software, Bob Curtis\u003c\/p\u003e \u003cp\u003eChapter 3 The Future of Financial Planning Software and the New Client-Advisor Relationship, Linda Strachan\u003c\/p\u003e \u003cp\u003eChapter 4 Portfolio Management Software, Mike Kelly\u003c\/p\u003e \u003cp\u003eChapter 5 Achieving Growth and Profitability with Technology Integration, Jon Patullo\u003c\/p\u003e \u003cp\u003eChapter 6 How the World Wide Web Impacts the Financial Advisor, Bart Wisniowski\u003c\/p\u003e \u003cp\u003eChapter 7 Managing Your Online Presence, Marie Swift\u003c\/p\u003e \u003cp\u003eChapter 8 Client Portals and Collaboration, Bill Winterberg\u003c\/p\u003e \u003cp\u003eChapter 9 The Cloud, J. D. Bruce\u003c\/p\u003e \u003cp\u003eChapter 10 Digital Signature Technology, Dan Skiles\u003c\/p\u003e \u003cp\u003eChapter 11 Innovative Software and Technologies Implemented at One of the United States' Leading Advisory Firms, Louis P. Stanasolovich\u003c\/p\u003e \u003cp\u003eChapter 12 Virtual Staff Sparks Growth, Profitability, and Scalability, Jennifer Goldman\u003c\/p\u003e \u003cp\u003eChapter 13 ROI--The Holy Grail of the Technology Purchase Decision, Timothy D. Welsh\u003c\/p\u003e \u003cp\u003eChapter 14 Building an Efficient Workflow Management System, David L. Lawrence\u003c\/p\u003e\u003cbr\u003e\u003cbr\u003e\u003cb\u003eBinding Type:\u003c\/b\u003e Hardcover\u003cbr\u003e\u003cb\u003ePublisher:\u003c\/b\u003e Bloomberg Press\u003cbr\u003e\u003cb\u003ePublished:\u003c\/b\u003e 01\/29\/2013\u003cbr\u003e\u003cb\u003eISBN:\u003c\/b\u003e 9781118434765\u003cbr\u003e\u003cb\u003ePages:\u003c\/b\u003e 240\u003cbr\u003e\u003cb\u003eWeight:\u003c\/b\u003e 1.20lbs\u003cbr\u003e\u003cb\u003eSize:\u003c\/b\u003e 10.10h x 7.30w x 1.00d","brand":"David J. Drucker, Joel P. Bruckenstein","offers":[{"title":"Default Title","offer_id":42753390313653,"sku":"9781118434765","price":51.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0473\/0804\/6492\/products\/img_34041bdc-3e69-4090-be4b-d121e48340f7.jpg?v=1677594459","url":"https:\/\/pastforward.org\/products\/technology-tools-bloom-fin-9781118434765","provider":"Past Forward","version":"1.0","type":"link"}