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Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours (Bloomberg Financial)

David J. Drucker, Joel P. Bruckenstein




[PDF.ng45] Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours (Bloomberg Financial)

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 | #789330 in eBooks |  2012-12-21 |  2012-12-21 | File type: PDF

||6 of 6 people found the following review helpful.| Beneficial; just different than their prior book.|By Jeffrey Daniher|Dave Drucker and Joel Bruckenstein are two of the "go to" people when financial planners want to know what is what with technology for their practice. Their monthly newsletter is pretty much a gotta have for firms that want to keep track of changes of all things related to using technology (both hardware and|From the Inside Flap||How to transform and streamline your practice and achieve bold new levels of efficiency, service, and profitability |Sick and tired of spending more time wrangling paperwork and managing your office than serving clients? Is overhead

Revolutionize your financial advisory practice with the latest cutting-edge tools

Tired 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, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of...

You easily download any file type for your gadget.Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours (Bloomberg Financial)   |  David J. Drucker, Joel P. Bruckenstein. A good, fresh read, highly recommended.

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