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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 8

Client Portals and Collaboration

Bill Winterberg, CFP

Consultant, FPPad.com

When the first edition of this book was published 10 years ago, “collaboration” as a word likely inspired images of two or more people meeting together in a conference room, capturing discussions and ideas on notepads or whiteboards. Today, you can collaborate with clients, employees, and other professionals in a remarkably different fashion, facilitated in large part by technology.

Your ability to collaborate in new ways is driven by near-ubiquitous access to high-speed Internet connections. New personal and professional collaboration tools are continually introduced that take advantage of the always-on connectivity we enjoy today. These tools, when used purposefully, ...

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Publisher Resources

ISBN: 9781118480533Purchase book