January 2013
Intermediate to advanced
227 pages
7h 19m
English
book
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
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Contents
Chapter 1: Selecting the Right CRM System
Salesforce, Salesforce, Salesforce
Intelligent Integration Can Be Confusing
Factor in Your Favorite Apps, if You Have Them
Chapter 2: The Future of Financial Planning Software
Chapter 3: The Future of Financial Planning Software and the New Client-Advisor Relationship
Advisor and Client Demographics
An Advisor’s Planning Tool versus Consumer Planning Tools—Working Together or Apart?
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.