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Technology tools for today's high-margin practice : how client-centered financial advisors can cut paperwork, overhead, and wasted hours
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
eBook
Technology Tools for Today's High-Margin Practice
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 vir
Publication
China’s Internet Finance Boom and Tyrannies of Inclusion
One of the main drivers of China's e-commerce boom is the dramatic expansion of the country's Internet finance industry, which has grown and diversified at a staggering rate over the past decade. The emergence of Chinese Internet finance has been discussed in largely positive terms as facilitating commercial activity. It has also been linked to the wider developmental goal of promoting financial inclusion through the provision of financial services to previously excluded populations. Emerging from the global microfinance movement, the concept of financial inclusion depicts increased access to financial services (particularly credit) as an inherently beneficial means of empowering the poor and driving bottom-up economic development. This article challenges this dominant narrative of beneficial digital financial inclusion in China. It draws on the growing body of literature critiquing the global financial inclusion movement, and examines examples of exploitation, fraud, instability, and extraction related to expanded digital financial coverage in contemporary China. It then demonstrates that digital financial inclusion is part and parcel of the Chinese government's plans to create a social credit system in an attempt to construct a \"trustworthy society.\" In this way, digital financial inclusion can be seen as a key element in a wider project of expanding surveillance through big data in order to close down spaces for those seeking to contest the hegemonic socioeconomic order. The article argues that these examples illuminate fundamental processes implicit in the expansion of the commercial Internet finance industry. In this way, while the extension of digital financial inclusion in China benefits certain groups, it also necessarily serves to reproduce patterns of inequality and exploitation.
Journal Article
Estimating intergenerational income mobility on sub-optimal data: a machine learning approach
Much of the global evidence on intergenerational income mobility is based on sub-optimal data. In particular, two-stage techniques are widely used to impute parental incomes for analyses of lower-income countries and for estimating long-run trends across multiple generations and historical periods. We propose applying machine learning methods to improve the reliability and comparability of such estimates. Supervised learning algorithms minimize the out-of-sample prediction error in the parental income imputation and provide an objective criterion for choosing across different specifications of the first-stage equation. We use our approach on data from the United States and South Africa to show that under common conditions it can limit the bias generally associated to mobility estimates based on imputed parental income.
Journal Article
Expanding on the Frames: Making a Case for Algorithmic Literacy
Traditional information literacy skills (e.g., effectively finding and evaluating information) need to be updated due to the rapidly changing information ecosystem and the growing dominance of online platforms that use algorithms to control and shape information. This article proposes additions to the current ACRL Framework for Information Literacy for Higher Education that relate to algorithmic literacy. The \"Authority is Constructed and Contextual\" frame can be applied to recognizing the need to question algorithmic authority (including algorithmic bias), the Information Has Value\" frame can be used to acknowledge online platforms' use of proprietary algorithms allowing third parties to access personal data, and the \"Searching as Strategic Exploration\" frame can draw attention to search results in online platforms are mediated through algorithms. Classroom activities to teach the new knowledge practices and dispositions are also included.
Journal Article
The financial services marketing handbook : tactics and techniques that produce results
The roadmap to success for financial professionals using real-world examples, practical how-to's, and a structured approach to marketing strategy and tactics that covers the basics for beginners and inspires new ideas for marketing pros
The Financial Marketing Services Handbook, Second Edition gives sales and marketing practitioners the practical tools and best practices they need both to improve their job performance and their retail and institutional marketing strategies. The FSM Handbook guides marketing and sales professionals working in an industry characterized by cut-throat competition, client mistrust, transformative technologies, and ever-changing regulation, to understand the practical steps they must take to turn these threats into opportunities.
Providing invaluable information on how to target, win, and retain profitable customers, the book presents an overview of the basic marketing functions—segmentation, positioning, brand building, situational analyses, and tactical planning—as they relate specifically to the financial services industry. With up-to-date case studies, showing what has worked and, more tellingly, what hasn't, the book demonstrates how to effectively utilize the marketer's toolbox—from advertising and public relations to social media and mobile marketing.
* Discusses how social media (Twitter, Facebook, blogs, review sites) impact branding and sales
* Packed with new information on landing pages, email success factors, and smartphone apps
* Demonstrates how behavioral economics affect marketing strategy
* Case studies and charts are fully revised and updated
The financial industry is under intense pressure to improve profits, retain high-value clients, and maintain brand equity without straining budgets. The first edition has become an industry-standard reference book and The Financial Services Marketing Handbook, Second Edition gives sales and marketing professionals even more of the information they need to stretch value from each marketing dollar.
eBook
Working Longer: The Solution to the Retirement Income Challenge
Daily headlines warn American workers that their retirement years may be far from golden. The average worker needs more retirement income than ever, due to increased life expectancy and soaring health care costs. But the main components of the retirement income system—Social Security and employer-provided pensions—are on the decline. What s more, fewer employers are providing retiree health insurance, forcing households to purchase their own coverage or do without.
eBook
Online Reporting, Volume 19, Issue 5
The e-book on online reporting is constituted by four diverse contributions bringing critical and interpretive perspectives to the interface between the online medium and accounting/reporting.
eBook