Virtual-Office Tools for a High-Margin Practice

Virtual-Office Tools for a High-Margin Practice is a non-technical treasure trove of technology, clever workarounds, and procedural efficiencies tailored to help you move toward a paperless office, while still complying with SEC record-keeping requirements.

Tired of spending more time with your filing cabinets than with your clients? Is overhead eating up your 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 non-technical trove of technology, clever workarounds, and procedural efficiencies tailored to help you 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 office by 99%, 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.

Part One: The High-Margin Practice

1 A Day in the Virtual Adviser’s Life

2 The Traditional vs. the Virtual Financial Advisory Firm

Part Two: 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 Three: 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