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9780470882764

Virtual-Office Tools for a High-Margin Practice : How Client-Centered Financial Advisers Can Cut Paperwork, Overhead, and Wasted Hours

by ; ;
  • ISBN13:

    9780470882764

  • ISBN10:

    047088276X

  • Format: eBook
  • Copyright: 2010-05-01
  • Publisher: Bloomberg Press
  • Purchase Benefits
List Price: $50.00
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Summary

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.

Table of Contents

Foreword
Preface
The High-Margin Practice
A Day in the Virtual Adviser's Life
The Traditional vs. the Virtual Financial Advisory Firm
Eliminating Paper
Scanning Hardware That Can Do It for You
The Best Scanning Software for Financial Planners
Virtual Filing Systems
Software Utilities That Do Specialized Jobs
The Tools in Practice
Communicating with Clients
Selecting and Working with Virtual Work Partners (VWPs)
Managing Client Work Flow
Managing Information about Your Clients
Making the Virtual Transition
Looking Ahead
Acknowledgments
Recommended Resources
Index
Table of Contents provided by Publisher. All Rights Reserved.

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