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

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

for $ 39.99

39.99 Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours http://covers.feedbooks.net/item/402618.jpg?t=1359453276 http://www.feedbooks.com/item/402618/technology-tools-for-today-s-high-margin-practice-how-client-centered-financial-advisors-can-cut-paperwork-overhead-and-wasted-hours?utm_medium=uwishlist&utm_source=amazon

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,… (more)

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Book Details  


Publisher: Bloomberg Press (December 21, 2012)

Format: EPUB

Page count: 240 pages

File size: 1.6 MB

Protection: DRM

Language: English


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