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

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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...

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Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Drucker, David J.
Otros Autores: Bruckenstein, Joel P.
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Hoboken : Wiley, 2012.
Edición:2nd ed.
Colección:Bloomberg Financial.
Temas:
Financial planners.
Finance, Personal > Computer network resources.
Investment advisors.
Investments > Data processing.
Finance > Technological innovations.
Planificateurs financiers.
Conseillers en placements.
Investissements > Informatique.
Finances > Innovations.
investment counsels.
Finance, Personal > Computer network resources
Finance > Technological innovations
Financial planners
Investment advisors
Investments > Data processing
Acceso en línea:Texto completo
Descripción
Sumario: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 technology, clever workarounds, and procedural efficiencies tailored to help financial advisors in private practice move toward today's v.
Descripción Física:1 online resource (238 pages).
ISBN:9781118480519
1118480511

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