Revolutionize your financial advisory practice with the latest cutting-edge tools 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

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. Virtual-Office Tools for a High-Margin 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 record-keeping 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 on-site 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.

Would you have enjoyed being a captive anthropoid in a zoo 100 years ago? Today, modern zoological parks simulate the natural habitats of the species in their sanctuaries. Gorillas and chimps thrive and reproduce. Many are released back into the wild. But in the corporate world management doesn't seem to know the normal conditions for Homo sapiens to perform at his best, and sadly don't care to learn. Anthropology, biology, psychology and sociology each teach us what Homo sapiens need to flourish. It is an enriched habitat that satisfies the needs and desires of hominids as they hunt and gather and compete for territory in the Corporate Zoo. Homo sapiens have two motivators that determine the effort they will put into work and how long they will continue doing it. Managers must sustain those motivations - with a two-handed approach that leaves no doubt that it produces profit. At a minimum, readers will figure out what they need from their bosses to fly after their goals. Managers will learn what drives team members and that they are dufuses if they don't provide it. Companies will rethink the order of their priorities if they want to be more profitable. The tools included in Nail it Today seal the deal in this one-of-a-kind eye-opening revelation on business. You won't put it down and you can't ignore it. It hits too hard.

Uncertainty is a circumstance in one’s life. Individual differ in their approach to handle uncertainty. Intolerance to uncertainty is influenced by various factors, such as personality, cognitive aspects and uncertainty, neuro biological aspects of uncertainty. When one understands how intolerance to uncertainty is developed and makes individual vulnerable. We can strength the psychological mind set to face uncertainty.

User-Driven Healthcare: Concepts, Methodologies, Tools, and Applications provides a global discussion on the practice of user-driven learning in healthcare and connected disciplines and its influence on learning through clinical problem solving. This book brings together different perspectives for researchers and practitioners to develop a comprehensive framework of user-driven healthcare.