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Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
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Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours

by David J. Drucker, Joel P. Bruckenstein
January 2013
Intermediate to advanced content levelIntermediate to advanced
227 pages
7h 19m
English
Bloomberg Press
Content preview from Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours

Chapter 6

How the World Wide Web Impacts the Financial Advisor

Bart Wisniowski

Co-Founder and Director, AdvisorWebsites.com

Jason Lindstrom

Managing Partner, AdvisorWebsites.com

Few people today would argue that the Internet has not had a tremendous impact on the way that they conduct their lives. Have you been online today? It would be difficult to imagine that as a financial advisor you haven’t at some point today searched, researched, compared, shopped, communicated, or validated something by using the web.

For most consumers, the Internet has become their go-to resource for problem solving and decision making. For advisors, the Internet has drastically changed how your clients and prospects interact with you compared to just a few years ago. ...

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Publisher Resources

ISBN: 9781118480533Purchase book