Technology tools for today`s high-margin practice : how client-centered financial advisors can cut paperwork, overhead, and wasted hours /
Drucker, David J., 1948-
Technology tools for today's high-margin practice : how client-centered financial advisors can cut paperwork, overhead, and wasted hours / David J. Drucker and Joel P. Bruckenstein. - Hoboken, N.J. : John Wiley & Sons, 2013. - viii, 227 p. : ill. ; 26 cm. - Bloomberg financial series .
Includes index.
9781118434765 (pbk.) RM158.52
Financial planners.
Finance, Personal--Computer network resources.
Investment advisors.
Investments--Data processing.
Finance--Technological innovations.
Technology tools for today's high-margin practice : how client-centered financial advisors can cut paperwork, overhead, and wasted hours / David J. Drucker and Joel P. Bruckenstein. - Hoboken, N.J. : John Wiley & Sons, 2013. - viii, 227 p. : ill. ; 26 cm. - Bloomberg financial series .
Includes index.
9781118434765 (pbk.) RM158.52
Financial planners.
Finance, Personal--Computer network resources.
Investment advisors.
Investments--Data processing.
Finance--Technological innovations.