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

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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 financia...

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Detalles Bibliográficos
Autor principal: Drucker, David J., 1948- (-)
Otros Autores: Bruckenstein, Joel P., 1956-
Formato: Libro electrónico
Idioma:Inglés
Publicado: Hoboken, N.J. : John Wiley & Sons c2013.
Edición:2nd ed
Colección:Bloomberg financial series
Bloomberg Financial
Materias:
Financial planners.
Finance, Personal > Computer network resources.
Investment advisors.
Investments > Data processing.
Finance > Technological innovations.
Ver en Biblioteca Universitat Ramon Llull:https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009628582606719
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 to
Notas:Includes index.
Descripción Física:1 online resource (238 p.)
ISBN:9781118641873
9781283927826
9781118480519

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