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...
Κύριος συγγραφέας: | |
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Άλλοι συγγραφείς: | |
Μορφή: | Ηλεκτρονική πηγή Ηλ. βιβλίο |
Γλώσσα: | English |
Έκδοση: |
Hoboken, N.J. :
Bloomerg Press, An Imprint of Wiley,
[2013]
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Σειρά: | Bloomberg financial series.
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Θέματα: | |
Διαθέσιμο Online: | Full Text via HEAL-Link |