Joel P. Bruckenstein

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Virtual-Office Tools for a High-Margin Practice: How Client-Centered Financial Advisers Can Cut Paperwork, Overhead, and Wasted Hours

by Joel P. Bruckenstein, David J. Drucker & Bob Veres

Tired of spending more time with filing cabinets than with clients?Is overhead eating up margins? Now, two leading financial plannersand columnists deliver the help advisers have been beggingfor.

Virtual-Office...


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

by David J. Drucker & Joel P. Bruckenstein

Revolutionize your financial advisory practice with thelatest cutting-edge tools

Tired of spending more time with filing cabinets than withclients? Is overhead eating up your margins? In a new revisededition...