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Rating: 
Summary: Get This Book!
Review: Are you stuck in the rut of working more and enjoying it less? Have you found your profits dropping while overhead skyrockets? Looking for a way to live your life the way you want to live? If so, buy this book today. In today's difficult investment climate many of us financial advisors have been trapped into doing more service duties, administrative functions and are making less. The authors are living our dream of enjoying the lifestyle we deserve. They show and demonstrate step-by-step complete with specific recommendations of software, hardware and technologies to improve your practice and help you make more money. This well written and extremely interesting book will give you hope and vision to make changes in your practice to enhance your quality of life. I bought this book because I am planning to spend more time in my condo in Colorado and needed ideas on how to do it. The authors delivered exactly what I need to know. As an extra bonus, Joel has been terrific about responding to my questions and emails. Thanks gentlemen; when's the next book coming out?
Rating:
Summary: This Book is a MUST READ for All Advisors
Review: 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.
Rating:
Summary: This Book is a MUST READ for All Advisors
Review: 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.
Rating:
Summary: An Excellent Resource
Review: This book is an excellent resource for anyone starting up a financial planning office or seeking to make an existing office run more smoothly and efficiently. A survey of current systems, processes and technology to save a planner time and money. Dave and Joel know what they're talking about.
Rating:
Summary: An Excellent Resource
Review: This book is an excellent resource for anyone starting up a financial planning office or seeking to make an existing office run more smoothly and efficiently. A survey of current systems, processes and technology to save a planner time and money. Dave and Joel know what they're talking about.
Rating:
Summary: A Plethora of New Ideas......
Review: This book is the cornucopia of ways to help you streamline your practice and make it more efficient. While it contains some excellent reviews of products, its value is in showing you how with a few pieces of software and equipment your practice can operate more smoothly and that you will have more time to do what you want or need to do as opposed to worrying about filing papers and other mundane tasks. Be forewarned though, you will need to spend time executing... the best things in life do require some effort!
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