SKU: 96231898532

Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours: 171 (Bloomberg Financial)

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Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours: 171 (Bloomberg Financial)Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In a new revised edition of the "bible" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help

Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In a new revised edition of the "bible" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisors in private practice move toward today's virtual office. The authors show you how to drastically reduce the paperwork in your office, slash overhead, and find anything you need in seconds using the latest software.

This revised edition includes new information on SaaS and cloud computing, software integrations, mobile devices/apps, social media tools, portfolio accounting and outsourcing, collaborative tools, digital signatures, workflow management, marketing technology and much more.

  • Perfect for successful practices seeking greater efficiencies and healthier profit margins
  • The authors are well-known financial advisors, each with more than 30 years of experience in financial services
  • Addresses the evolution of the virtual office and its impact on advisory firms 

If you're looking for new systems and efficiencies to transform and streamline your private practice, look no further than Technology Tools for Today's High-Margin Practice. 

*Chapter 1 Selecting the Right CRM System, Davis D. Janowski

Chapter 2 The Future of Financial Planning Software, Bob Curtis

Chapter 3 The Future of Financial Planning Software and the New Client-Advisor Relationship, Linda Strachan

Chapter 4 Portfolio Management Software, Mike Kelly

Chapter 5 Achieving Growth and Profitability with Technology Integration, Jon Patullo

Chapter 6 How the World Wide Web Impacts the Financial Advisor, Bart Wisniowski

Chapter 7 Managing Your Online Presence, Marie Swift

Chapter 8 Client Portals and Collaboration, Bill Winterberg

Chapter 9 The Cloud, J. D. Bruce

Chapter 10 Digital Signature Technology, Dan Skiles

Chapter 11 Innovative Software and Technologies Implemented at One of the United States’ Leading Advisory Firms, Louis P. Stanasolovich

Chapter 12 Virtual Staff Sparks Growth, Profitability, and Scalability, Jennifer Goldman

Chapter 13 ROI―The Holy Grail of the Technology Purchase Decision, Timothy D. Welsh

Chapter 14 Building an Efficient Workflow Management System, David L. Lawrence

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SKU: 96231898532

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Duncan Souza
Carnegie, US
★★★★★ 4
Pump is worthless
Size: 1 Gallon + Tool, Set name: Small Tire/Bicycle Formula
The sealant is good. The gallon pump is a joke. Pump stopped working 4 pumps in. Went and got another replacement pump from automotive store, also broke after 4 pumps. Ended up cleaning out an old Slime bottle and pouring in the flat out sealant in the slime bottle, so I could actually get it in my tires.
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Reviewed in the United States on May 30, 2026
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Amazon Customer
Alexandria, US
★★★★★ 1
There seems to be a chronic problem with the provided dispensing pump.
Size: 1 Gallon + Tool, Set name: Off-Road Formula
I looked at online reviews of the product performance and was impressed by its purported ability seal tire punctures. While the product may (or may not) perform well, the provided dispensing pump is pathetically unsuited for the application and it is impossible to clear the pump once the material clogs the small dispensing port. Some of the reviews indicated this but i assumed that they were not very mechanical inclined customers. The product, by design, has particulates, of varying sizes, suspended in the liquid sealant. The port on pump is very small and easily becomes blocked with the sealant and particulates that cannot be cleared; even when following the instructions to do so. It is very irresponsible for the manufacturer to continue selling this item with inevitable relative failure of the pump as this is the only way to get the sealant into a tire.
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Reviewed in the United States on January 2, 2025
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VT
Waukegan, US
★★★★★ 5
Good for ebike tires
Size: 1 Gallon + Tool, Set name: Small Tire/Bicycle Formula
Got it for my son’s older ebike that my wife rides now. He kept on popping tubes, maybe because of his weight. Anyhow, I fixed it up for my wife and put some FlatOut in it to prevent flats. Seems to work so far. Got the off road FlatOut for my ebike’s fat tires. Easy to add to the tires. The pump clogs up but it’s easy to clean. I will always add this to all tires moving forward!
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Reviewed in the United States on April 4, 2026
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Brian ward
Draper, US
★★★★★ 5
Easy to use and works great
Size: 1 Gallon + Tool, Set name: Off-Road Formula
Easy to use
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Reviewed in the United States on April 22, 2026
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KW
Belleville, US
★★★★★ 5
Worked on slow leak… one month already!!!
Style: 18oz
Edit: Still holding proper pressure at 2-months !!! Had a slow leak where my tire went from 44psi to ~18psi over 2-3 days… Dashboard light would let me know every few days that I had a tire problem and I would inflate the tire back up to 44psi… Anyway, I used this product and filled air back to 44 psi and it’s held the pressure for a month already !!!! Be sure to deflate tire to ~15 PSI before adding the product… it only took about 30 seconds to empty the container into my tire with the tire pressure low. Very happy with this product !!!
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Reviewed in the United States on April 6, 2026

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