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OR_ocn865579646 |
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OCoLC |
| 005 |
20231017213018.0 |
| 006 |
m o d |
| 007 |
cr unu|||||||| |
| 008 |
131219s2013 njua ob 001 0 eng d |
| 040 |
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|a UMI
|b eng
|e pn
|c UMI
|d CDX
|d OCLCO
|d IDEBK
|d E7B
|d OCLCO
|d DEBSZ
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|d OCLCO
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|d OCLCQ
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|d OCLCO
|d OCLCQ
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| 019 |
|
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|a 842387723
|a 1100230826
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| 020 |
|
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|a 9781118480533
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| 020 |
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|a 1118480538
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| 020 |
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|a 1118434765
|q (pbk.)
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| 020 |
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|a 9781118434765
|q (pbk.)
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| 020 |
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|a 9781283927826
|q (MyiLibrary)
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|a 1283927829
|q (MyiLibrary)
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|a 9781118480519
|q (e-book)
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| 020 |
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|a 1118480511
|q (e-book)
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| 020 |
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|z 9781118434765
|
| 029 |
1 |
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|a CHNEW
|b 000618612
|
| 029 |
1 |
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|a CHVBK
|b 303208406
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| 029 |
1 |
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|a DEBSZ
|b 423182544
|
| 035 |
|
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|a (OCoLC)865579646
|z (OCoLC)842387723
|z (OCoLC)1100230826
|
| 037 |
|
|
|a CL0500000353
|b Safari Books Online
|
| 050 |
|
4 |
|a HG179.5
|b .D777 2013
|
| 082 |
0 |
4 |
|a 332.6
|2 23
|
| 049 |
|
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|a UAMI
|
| 100 |
1 |
|
|a Drucker, David J.,
|d 1948-
|
| 245 |
1 |
0 |
|a Technology tools for today's high-margin practice :
|b how client-centered financial advisors can cut paperwork, overhead, and wasted hours /
|c David J. Drucker and Joel P. Bruckenstein.
|
| 260 |
|
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|a Hoboken, N.J. :
|b J. Wiley & Sons,
|c ©2013.
|
| 300 |
|
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|a 1 online resource (1 volume) :
|b illustrations
|
| 336 |
|
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|a text
|b txt
|2 rdacontent
|
| 337 |
|
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|a computer
|b c
|2 rdamedia
|
| 338 |
|
|
|a online resource
|b cr
|2 rdacarrier
|
| 490 |
1 |
|
|a Bloomberg financial series
|
| 588 |
0 |
|
|a Print version record.
|
| 500 |
|
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|a "Bloomberg Press."
|
| 500 |
|
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|a "Fully revised and updated"--Cover
|
| 500 |
|
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|a First edition titled: Virtual-office tools for a high-margin practice, published by Bloomberg Press in 2002. Cf. Copyright page.
|
| 504 |
|
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|a Includes bibliographical references and index.
|
| 505 |
0 |
0 |
|g Machine generated contents note:
|g ch. 1
|t Selecting the Right CRM System /
|r Davis D. Janowski --
|g ch. 2
|t Future of Financial Planning Software /
|r Robert D. Curtis --
|g ch. 3
|t Future of Financial Planning Software and the New Client-Advisor Relationship /
|r Kory Wells --
|g ch. 4
|t Portfolio Management Software /
|r Mike Kelly --
|g ch. 5
|t Achieving Growth and Profitability with Technology Integration /
|r Jon Patullo --
|g ch. 6
|t How the World Wide Web Impacts the Financial Advisor /
|r Jason Lindstrom --
|g ch. 7
|t Managing Your Online Presence /
|r Marie Swift --
|g ch. 8
|t Client Portals and Collaboration /
|r Bill Winterberg --
|g ch. 9
|t Cloud /
|r J.D. Bruce --
|g ch. 10
|t Digital Signature Technology /
|r Dan Skiles --
|g ch. 11
|t Innovative Software and Technologies Implemented at One of the United States' Leading Advisory Firms /
|r Daniel D. Kleck --
|g ch. 12
|t Virtual Staff Sparks Growth, Profitability, and Scalability /
|r Jennifer Goldman --
|g ch. 13
|t ROI -- The Holy Grail of the Technology Purchase Decision /
|r Timothy D. Welsh --
|g ch. 14
|t Building an Efficient Workflow Management System /
|r David L. Lawrence.
|
| 590 |
|
|
|a O'Reilly
|b O'Reilly Online Learning: Academic/Public Library Edition
|
| 650 |
|
0 |
|a Financial planners.
|
| 650 |
|
0 |
|a Finance, Personal
|x Computer network resources.
|
| 650 |
|
0 |
|a Investment advisors.
|
| 650 |
|
0 |
|a Investments
|x Data processing.
|
| 650 |
|
0 |
|a Finance
|x Technological innovations.
|
| 650 |
|
6 |
|a Planificateurs financiers.
|
| 650 |
|
6 |
|a Conseillers en placements.
|
| 650 |
|
6 |
|a Investissements
|x Informatique.
|
| 650 |
|
6 |
|a Finances
|x Innovations.
|
| 650 |
|
7 |
|a investment counsels.
|2 aat
|
| 650 |
|
7 |
|a Finance, Personal
|x Computer network resources.
|2 fast
|0 (OCoLC)fst00924453
|
| 650 |
|
7 |
|a Finance
|x Technological innovations.
|2 fast
|0 (OCoLC)fst00924426
|
| 650 |
|
7 |
|a Financial planners.
|2 fast
|0 (OCoLC)fst00924719
|
| 650 |
|
7 |
|a Investment advisors.
|2 fast
|0 (OCoLC)fst00978168
|
| 650 |
|
7 |
|a Investments
|x Data processing.
|2 fast
|0 (OCoLC)fst00978247
|
| 700 |
1 |
|
|a Bruckenstein, Joel P.,
|d 1956-
|
| 700 |
1 |
|
|a Drucker, David J.,
|d 1948-
|t Virtual-office tools for a high-margin practice.
|
| 700 |
1 |
|
|a Bruckenstein, Joel P.,
|d 1956-
|t Virtual-office tools for a high-margin practice.
|
| 776 |
0 |
8 |
|i Print version:
|a Drucker, David J., 1948-
|t Technology tools for today's high-margin practice.
|d Hoboken, N.J. : John Wiley & Sons, ©2013
|z 9781118434765
|w (DLC) 2012038305
|w (OCoLC)812081207
|
| 830 |
|
0 |
|a Bloomberg financial series.
|
| 856 |
4 |
0 |
|u https://learning.oreilly.com/library/view/~/9781118480533/?ar
|z Texto completo (Requiere registro previo con correo institucional)
|
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