O'Reilly logo

Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours by Joel P. Bruckenstein, David J. Drucker

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Chapter 12

Virtual Staff Sparks Growth, Profitability, and Scalability

Jennifer Goldman, CFP

President, My Virtual COO

As more CEOs and owners of financial advisory practices seek to grow their practices, scalability has become a vital component differentiating practices that successfully make this transition from those that don’t. Many top-performing CEOs/owners who are scaling their practices, adding assets under management (AUM), and increasing the number of high net worth families served find that outsourcing tasks, functions, and jobs to virtual staff in addition to upgraded and enhanced technology helps manage that change. By adding the key technology and outsourced staff that scale a financial advisory practice, advisors achieve increased ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required