Technology tools for today's high-margin practice : how client-centered financial advisors can cut paperwork, overhead, and wasted hours - Drucker, David J., 1948-; Bruckenstein, Joel P., 1956- (Hoboken, N.J. : John Wiley & Sons, 2013)
Includes index.
Keywords: Financial planners; Finance, Personal -- Computer network resources; Investment advisors; Investments -- Data processing; Finance -- Technological innovations