Virtual-Office Tools for a High-Margin Practice: How Client-Centered Financial Advisers Can Cut Paperwork, Overhead, and Wasted Hours
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Part 1. The High-Margin Practice.
1. A Day in the Virtual Adviser's Life.
2. The Traditional vs. the Virtual Financial Advisory Firm.
Part 2. Eliminating Paper.
3. Scanning Hardware That Can Do It for You.
4. The Best Scanning Software for Financial Planners.
5. Virtual Filing Systems.
6. Software Utilities That Do Specialized Jobs.
Part 3. The Tools in Practice.
7. Communicating with Clients.
8. Selecting and Working with Virtual Work Partners (VWPs).
9. Managing Client Work Flow.
10. Managing Information about Your Clients.
11. Making the Virtual Transition.
12. Looking Ahead.