Virtual Office Tools For A High Margin Practice: How Clientcentered Financial Advisors Can Cut Paperwork, Overhead, And Wasted

Virtual Office Tools For A High Margin Practice: How Clientcentered Financial Advisors Can Cut Paperwork, Overhead, And Wasted

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SKU: SONG1576601234
UPC: 9781576601235
Brand: Wiley
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Tired Of Spending More Time With Filing Cabinets Than With Clients? Is Overhead Eating Up Margins? Now, Two Leading Financial Planners And Columnists Deliver The Help Advisers Have Been Begging For. Virtualoffice Tools For A Highmargin Practice Is A Nontechnical Trove Of Technology, Clever Workarounds, And Procedural Efficiencies Tailored To Help Financial Advisers Move Toward A Paperless Office, While Still Complying With Sec Recordkeeping Requirements. The Authors Show Planners How To Reduce The Amount Of Paperwork In Their Offices By 99 Percent, Slash Overhead, And Find Anything They Need In One Minute Or Less By Adapting Innovative Software Tools And Shifting From Onsite Employees To Remote Assistants And Virtual Work Partners. Until Now, Creative Ways Of Working This Smart Were Hard To Come By. With This Book, They Are Available, Ready To Go, And Easy To Implement.

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