Review of Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours (Paperback)

I read this book from cover to cover in one night!There are so many great ideas in it that I had to reread the book to make sure I absorbed them all.

I have been a slave to the old model of adding more and more staff to handle the needs of a growing practice.The authors explain how to use technology to streamline our practices, stop drowning in paper, and how to outsource much or all the work currently being done by employees to contractors that work offsite.

If I implement all the ideas put forth by the authors, I could save many of thousands of dollars each month and increase my bottom line by the same amount.

I highly recommend this book for all practice owners that are interested in reducing their overhead AND increasing client satisfaction and retention.

Product Description
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.

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