Virtual-Office Tools for a High-Margin Practice How Client-Centered Financial Advisers Can Cut Paperwork, Overhead, and Wasted Hours |
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Author:
| Drucker, David J. Bruckenstein, Joel P. |
Foreword by:
| Veres, Bob |
Series title: | Bloomberg Financial Ser. |
ISBN: | 978-1-57660-123-5 |
Publication Date: | Oct 2002 |
Publisher: | John Wiley & Sons, Incorporated
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Imprint: | Bloomberg Press |
Book Format: | Paperback |
List Price: | USD $52.95 |
Book Description:
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Tired of spending more time with filing cabinets than with clients? Is overhead eating up margins? Now, two leading financial planners and columnists deliver the help advisers have been begging for.
Tired of spending more time with filing cabinets than with clients? Is overhead eating up margins? Now, two leading financial planners and columnists deliver the help advisers have been begging for.