Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours: 171 (Bloomberg Financial)
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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Bozeman, US
★★★★★ 3
No information on active ingredients.
Size: 4 Ounce (Pack of 4), Set name: Adult Mint
Gave 3 starts as an act of goodwill . The toothpaste does not specify the type or percentage of active ingredients it contains. For a beneficial effect, the concentration of nano-hydroxyapatite should be 10% or higher. Based on indirect information, this product appears to contain only about 4.2%. The manufacturer did not respond to inquiries regarding the active ingredient content, which is concerning. Additionally, the toothpaste has an unusual taste that is definitely not mint.
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Reviewed in the United States on April 21, 2026
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oliviaxwiest
Bozeman, US
★★★★★ 5
Great for Sensitive Teeth & Leaves My Mouth Feeling Clean
Size: Pack of 1, 4 Ounce, Set name: B. Whitening
Really impressed with the Boka Fluoride Free Toothpaste. It has a clean, refreshing mint flavor without being overpowering, and it feels much gentler on sensitive teeth than other toothpastes I’ve tried. My teeth feel smooth and clean after using it, and I like that the ingredients are simple and fluoride free. Definitely something I’ll keep repurchasing.
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Reviewed in the United States on May 25, 2026
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Oxana
Bozeman, US
★★★★★ 5
Clean Ingredients & Leaves Teeth Feeling Smooth
Size: Pack of 1, 4 Ounce, Set name: B. Whitening
I’ve tried many natural toothpastes, and this one quickly became a favorite. The texture feels smooth, and my teeth feel really clean after brushing. I love that it contains nano hydroxyapatite and is fluoride-free, especially for sensitive teeth. The flavor is fresh without being overpowering, and it doesn’t leave a weird aftertaste. It’s also gentle enough for everyday use and makes my teeth feel polished and healthy. Definitely worth trying if you want a cleaner alternative toothpaste.
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Reviewed in the United States on May 20, 2026
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HonestReviews
Louisville, US
★★★★★ 5
Perfect Fluoride alternative
Size: Pack of 1, 4 Ounce, Set name: B. Whitening
I bought this because it's popular in other countries like Japan. America is so behind using fluoride, when it's been proven to cause pituitary gland problems. If you're looking for a fluoride-free toothpaste look no further. It works well, you just unscrew and apply to your brush. Pro tip: use a sonic toothbrush and glide on your teeth at a 45° angle. Using this toothpaste for months, 2 minutes twice a day, has made my teeth visibly whiter. The flavor is not super strong, so it's suitable for kids and really anyone. Super easy and simple to use, it works like regular toothpaste. Smells minty, it's fluoride-free, and medium sized. It'll last me about 2 months, which I find worth it.
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Reviewed in the United States on April 28, 2026
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Verified Customer
Lexington, US
★★★★★ 4
Fluoride who?
Size: Pack of 3, 4 Ounce, Set name: B. Whitening
Great product definitely works better than your traditional fluoride or fluoride free toothpaste it actually combats plaque and strengthens the enamel of your teeth I have physically and visibly seen the difference not just in my teeth but gums. Tastes great cleans well clean ingredients the only downside is it's unfortunately very pricey and if you're buying for not just yourself but a family it can start to add up fast just something to consider before purchasing. I love the tube and cap design it's gentle on your gums and teeth and it has good ingredients making the minty flavor taste more natural rather than a synthetic mint flavor and this product actually whitens your teeth. keep in mind that this isn't a replacement for teeth whitening treatments and it's also not a replacement for good dental hygiene like flossing/brushing multiple times a day. If your suffering from serious Dental issues this will not cure it but it is an excellent alternative to fluoride toothpaste that provide little to no benefit for your actual oral and overall dental health. The reason for four not five stars is because of the price I think if they could continue making the same product got the same level of quality for a little less money it would be a five-star item
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Reviewed in the United States on March 8, 2026

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