“Technology Tools for Today’s High-Margin Practice” discusses cutting margins with innovative software tools
Milwaukee, WI – February 14, 2012
This week, Technology Tools for Today released a new practice management handbook for financial planners looking to create efficiencies with innovative tools: “Technology Tools for Today’s High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead and Wasted Hours.” Authors David Drucker and Joel Bruckenstein, popular voices in financial services, drew upon the knowledge of many of the top planners and software experts in the industry.
Zywave’s Dr. Linda Strachan, senior vice president of product management, and Kory Wells, product director of data analytics, contributed Chapter 3: The Future of Financial Planning Software and the New Client-Advisor Relationship.
“I am honored to be selected as a contributor, and excited that Zywave is becoming known as a thought leader in the space,” said Strachan. “Our chapter touches on one of Zywave’s main messages: with technology and social media, advisors can and should tailor their story to every client.”
Drucker and Bruckenstein launched the book at the Technology Tools for Today conference in Miami, Florida this week. “This is an important update to a widely used publication, and we were excited to announce its release,” said Drucker.
“The contributions of multiple industry experts make the book so impactful for financial advisors,” added Bruckenstein. “Linda and Kory’s experience and insight are invaluable.”
“Technology Tools for Today’s High Margin Practice” is now available for purchase on Amazon.com.
Zywave is the leading provider of software-as-a-service (SaaS) technology solutions for the insurance and financial services industries. The company’s products include Web-enabled marketing communications, business intelligence and analytics, agency automation, and needs-assessment and financial planning tools. More than 350,000 financial and insurance professionals, including 90 of the Top 100 U.S. insurance firms and dozens of the world’s largest financial institutions, use Zywave’s proven solutions to help them differentiate from the competition, enhance client services, improve efficiencies and achieve organic growth. To learn more, visit www.zywave.com.