Virtual-Office Tools for a High-Margin Practice

Virtual-Office Tools for a High-Margin Practice

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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. 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.Similarly, Dave uses a new combination Sprint PCS phone and Palm handheld computer, the Samsung SPH-I300. ... $500, this device has a color screen, 8MB of RAM, does everything that either a Sprint phone or Palm PDA device will do, and ... and above that of their existing cell phone carrier or by attaching a modem that sometimes worked and sometimes didna#39;t, ... With the Blackberry or Samsung SPH-I300, a sixounce handheld device is truly a replacement for a six-pound laptop.

Title:Virtual-Office Tools for a High-Margin Practice
Author:David J. Drucker, Joel P. Bruckenstein
Publisher:John Wiley & Sons - 2010-05-18


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