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

• Κύριος συγγραφέας: Drucker, David J., 1948-
• Άλλοι συγγραφείς: Bruckenstein, Joel P., 1956-
• Μορφή: Ηλεκτρονική πηγή Ηλ. βιβλίο
• Γλώσσα: English
• Έκδοση: Hoboken, N.J. : Bloomerg Press, An Imprint of Wiley, [2013]
• Σειρά: Bloomberg financial series.
• Θέματα: Financial planners.; Finance, Personal > Computer network resources.; Investment advisors.; Investments > Data processing.; Finance > Technological innovations.; BUSINESS & ECONOMICS > Investments & Securities > General.; Electronic books.

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...