Technology Tools for Today's High-Margin Practice
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Published By John Wiley & Sons, Inc.

9781118641873, 9781118434765

Latest Documents Most Cited Documents Contributed Authors Related Sources Related Keywords

The Cloud

Technology Tools for Today's High-Margin Practice ◽

10.1002/9781118641873.ch9 ◽

2013 ◽

pp. 107-128

Author(s):

J. D. Bruce

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The Future of Financial Planning Software and the New Client-Advisor Relationship

Technology Tools for Today's High-Margin Practice ◽

10.1002/9781118641873.ch3 ◽

2013 ◽

pp. 27-36

Author(s):

Linda Strachan ◽

Kory Wells

Keyword(s):

Financial Planning ◽

Planning Software ◽

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Virtual Staff Sparks Growth, Profitability, and Scalability

Technology Tools for Today's High-Margin Practice ◽

10.1002/9781118641873.ch12 ◽

2013 ◽

pp. 159-171

Author(s):

Jennifer Goldman

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About the Authors

Technology Tools for Today's High-Margin Practice ◽

10.1002/9781118641873.about ◽

2013 ◽

pp. 205-206

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About the Contributors

Technology Tools for Today's High-Margin Practice ◽

10.1002/9781118641873.contrib ◽

2013 ◽

pp. 207-218

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Achieving Growth and Profitability with Technology Integration

Technology Tools for Today's High-Margin Practice ◽

10.1002/9781118641873.ch5 ◽

2013 ◽

pp. 47-59

Author(s):

Jon Patullo

Keyword(s):

Technology Integration

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Portfolio Management Software

Technology Tools for Today's High-Margin Practice ◽

10.1002/9781118641873.ch4 ◽

2013 ◽

pp. 37-46

Author(s):

Mike Kelly

Keyword(s):

Portfolio Management ◽

Management Software

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ROI-The Holy Grail of the Technology Purchase Decision

Technology Tools for Today's High-Margin Practice ◽

10.1002/9781118641873.ch13 ◽

2013 ◽

pp. 173-185

Author(s):

Timothy D. Welsh

Keyword(s):

Purchase Decision ◽

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Innovative Software and Technologies Implemented at One of the United States' Leading Advisory Firms

Technology Tools for Today's High-Margin Practice ◽

10.1002/9781118641873.ch11 ◽

2013 ◽

pp. 139-158

Author(s):

Louis P. Stanasolovich ◽

Christopher J. Kail ◽

Sherri M. Slafka ◽

Daniel D. Kleck

Keyword(s):

United States ◽

The United States

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Client Portals and Collaboration

Technology Tools for Today's High-Margin Practice ◽

10.1002/9781118641873.ch8 ◽

2013 ◽

pp. 93-105

Author(s):

Bill Winterberg

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