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Technology Tools for Today's High-Margin Practice

How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours

Technology Tools for Today's High-Margin Practice( )
Author: Drucker, David J.
Bruckenstein, Joel P.
Series title:Bloomberg Financial Ser.
ISBN:978-1-118-48053-3
Publication Date:Dec 2012
Publisher:John Wiley & Sons, Incorporated
Imprint:Bloomberg Press
Book Format:Ebook
List Price:Contact Supplier contact
Book Description:

Revolutionize your financial advisory practice with the latest cutting-edge tools

Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In a new revised edition of the "bible" of practice management and technology for financial professionals, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology,...
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Book Details
Pages:240



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