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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David M.
Chelsea, US
★★★★★ 4
Tie a Knot in it if it rips
Style: Plush Surprise Color, Size: 6", Style: Plush Surprise Color, Size: 6"
My puppy split the middle belly seam in about 5 minutes of spirited play with the white foam and squeak assembly scattered about, but he loves these loofa toys - goes nuts for them. Went through a couple of the little $3 ones so I tried this big one which he ripped apart. But I tied a knot in the middle of it over the ripped part and guess what, it's better than before. He loves the whipping the big knot around. The part where it ripped was where they filled it I think but the rest of the stitching is really quite solid. Takes a beating, to a point. The little ones lasted a reasonable time before they were totally played.
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Reviewed in the United States on February 15, 2026
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Dez F.
Grantham, US
★★★★★ 5
A Humorous Twist on Tough Dog Toys!
Size: Large, Color: Lobster 3 Pack
I recently purchased the Nylabone Power Chew Dog Toy Pack for Aggressive Chewers from Amazon, and I must say, these toys have been a hilarious hit with my furry friend. As a dog parent of a strong and determined chewer, finding toys that can withstand their chewing prowess is a top priority, and these toys deliver both durability and a touch of humor. The pack consists of three large/giant-sized toys in the shape of a lobster, cheese, and broccoli. The unique and amusing design puts a smile on my face every time I see my dog interacting with them. The unexpected twist brings a playful element to our daily playtime sessions, making it a fun and engaging experience for both of us. When it comes to durability, these toys excel. My dog can be quite aggressive with their chewing, and I've struggled to find toys that can withstand their powerful jaws. However, the Nylabone Power Chew toys have proven to be impressively tough and durable. Despite rigorous chew sessions, these toys have remained intact, with no signs of wear or damage. They provide a reliable outlet for my dog's chewing instincts without the risk of shredding or ingesting any harmful materials. The textured surfaces of these toys add an extra layer of interest for my dog. The ridges and raised bumps provide sensory stimulation, promoting healthy oral hygiene and helping to clean teeth and gums as they chew. I appreciate the added dental benefits these toys offer, as it helps maintain my dog's dental health while they engage in play. I also appreciate the size options available in this pack. Large and giant-sized dogs often require bigger toys to accommodate their larger mouths and chewing strength. The included toys are appropriately sized for larger breeds, ensuring a comfortable grip and maximum enjoyment during play sessions. As a bonus, these toys are made from high-quality, non-toxic materials, so I have peace of mind knowing that my dog can safely interact with them. Safety is a top priority for me, and Nylabone consistently delivers in that regard. In conclusion, if you have an aggressive chewer and are in search of durable, funny, and engaging dog toys, the Nylabone Power Chew Dog Toy Pack is a fantastic choice. These toys provide hours of entertaining play, withstand even the most determined chewers, and offer dental benefits. Embrace the humorous twist and enjoy watching your furry friend engage in safe and engaging play with these fantastic toys. Invest in the Nylabone Power Chew Dog Toy Pack today and let the lobsters, cheese, and broccoli bring laughter and durability to your dog's playtime!
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Reviewed in the United States on December 19, 2023
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Kirstyn Shearer
Houston, US
★★★★★ 5
Solid win for any chewing pup!
Size: Small, Color: Broccoli 3 Pack, Size: Small, Color: Broccoli 3 Pack
My pup loves them! Long lasting plus health benefits for his teeth, 10/10 would recommend 💖
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Reviewed in the United States on April 27, 2026
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Stef
Charlottesville, US
★★★★★ 5
Shark dog approved
Size: Large, Color: Broccoli, Size: Large, Color: Broccoli
My new baby shark.... I mean puppy really enjoys chewing. I can't just give her a ton of pig ears or bully sticks all day, which she would definitely love, so I'm constantly looking for well made chew toys. I'd put this right up with Kong. Very durable and nice. I also love the different textures, she seems to also love it. She can gnaw at the top and chew on the stem. She wanted it as soon as I opened it - it does smell like bacon but I haven't taken a chomp at it to be able to write a complete review! My dog is about 23 lbs but I can see a 80 lb dog chew this, it's not small.
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Reviewed in the United States on October 8, 2025
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Nunya B
Louisville, US
★★★★★ 4
So cute
Size: Large, Color: Pumpkin
My French Bulldogs have really strong jaws and are aggressive chewers. These really are sturdy and last a good amount of time. They are a bit heavy and awkward for my dogs to hold onto but they do like them.
WAS THIS REVIEW HELPFUL?YesReportShare
Reviewed in the United States on April 25, 2026

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