Technology tools for today's high-margin practice : how client-centered financial advisors can cut paperwork, overhead, and wasted hours /

Your financial advisory practice with the latest cutting-edge toolsTired 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, tw...

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Bibliographic Details

Main Author:	Drucker, David J., 1948-
Other Authors:	Bruckenstein, Joel P., 1956-
Format:	eBook
Language:	English
Published:	Hoboken, N.J. : Bloomerg Press, An Imprint of Wiley, ©2013.
Series:	Bloomberg financial series.
Subjects:	Financial planners. Finance, Personal > Computer network resources. Investment advisors. Investments > Data processing. Finance > Technological innovations.
Online Access:	Connect to the full text of this electronic book