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

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(More customer reviews)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.

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