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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| Format: | Electronic eBook |
| Language: | English |
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Hoboken, N.J. :
Bloomerg Press, An Imprint of Wiley,
[2013]
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| Series: | Bloomberg financial series.
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| Online Access: | Full Text via HEAL-Link |
