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Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
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List Price:
$50.00
Homebizpc.com Price:
$36.50
Your Savings: $ 13.50 ( 27% )
Subject To Change Without Notice
Availability: Usually ships in 24 hours
Manufacturer: Bloomberg Press
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Average Customer Rating:  
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Binding: Paperback
Dewey Decimal Number: 332.0240068
EAN: 9781576601235
ISBN: 1576601234
Label: Bloomberg Press
Manufacturer: Bloomberg Press
Number Of Items: 1
Number Of Pages: 250
Publication Date: 2002-10
Publisher: Bloomberg Press
Studio: Bloomberg Press
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Editorial Reviews:
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Financial advisers say that practice management help -- particularly with streamlining office operations -- is their greatest single need. Their margins are under pressure. Their once-flush clients are scrutinizing fees. They must slash costs, do more with less, and find time -- somehow -- to spend with the people they advise. Now, two leading financial planners and columnists deliver the help planners have been begging for. This book is a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help planners 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 office by 99 percent and find anything they need in one minute or less by adapting innovative software tools and shifting from on-site employees to remote assistants.
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Spotlight customer reviews:
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Customer Rating: 
Summary: Too Basic and Outdated
Comment: While I'm sure this book was great when it came out over 5-years ago. Now the book is very out of date and not very usefull. David Drucker should pull this book from the shelfs and give it a major update.
Customer Rating:
Summary: Not just for the professionals -- the customers can learn, too
Comment: I don't manage money for "outsiders", but I have a lot of paperwork to deal with just taking care of what I do for my "house accounts", and this book has given me great suggestions on how to minimize the paperwork while making it possible for me to actually find the receipts, contracts, account statements, and the like. It's a marvelous fount of information for the consumer of financial advice as well as for those who spend their day dispensing advice.
Customer Rating:
Summary: Virtual Office Tools review
Comment: Dave Drucker and Joel Bruckenstein wrote a superb practical guide on running and growing a virtual office for financial planning practices. If you ever wondered about how to have more time for your family or personal life pursuits, asked how you could serve your clients better, or add increasingly higher profits in declining or flat markets, this practical guide, written by practicing financial advisors can do more for you than any professional designation after your name. For example, the ability of a virtual assistant a 1000 miles away to annote and populate a scanned document such as a brokerage application with only client specific information, obtain signatures, electronically copy and deliver forms to a brokerage within a few days saves financial planners like me time, money and frustration in dealing with paper document management. With the SEC stamp of approval, there is simply no better way to track and manage docuements. It is like moving from the automobile to the airplane. Leave the traffic jams behind and take your practice to a whole new level with this must-read guidebook.
Customer Rating:
Summary: Get This Book!
Comment: Are you stuck in the rut of working more and enjoying it less? Have you found your profits dropping while overhead skyrockets? Looking for a way to live your life the way you want to live? If so, buy this book today. In today's difficult investment climate many of us financial advisors have been trapped into doing more service duties, administrative functions and are making less. The authors are living our dream of enjoying the lifestyle we deserve. They show and demonstrate step-by-step complete with specific recommendations of software, hardware and technologies to improve your practice and help you make more money. This well written and extremely interesting book will give you hope and vision to make changes in your practice to enhance your quality of life. I bought this book because I am planning to spend more time in my condo in Colorado and needed ideas on how to do it. The authors delivered exactly what I need to know. As an extra bonus, Joel has been terrific about responding to my questions and emails. Thanks gentlemen; when's the next book coming out?
Customer Rating:
Summary: An Excellent Resource
Comment: This book is an excellent resource for anyone starting up a financial planning office or seeking to make an existing office run more smoothly and efficiently. A survey of current systems, processes and technology to save a planner time and money. Dave and Joel know what they're talking about.
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