Technology tools for today's high-margin practice how client-centered financial advisors can cut paperwork, overhead, and wasted hours

Your financial advisory practice with the latest cutting-edge toolsTired 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, tw...

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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. : Bloomerg Press, An Imprint of Wiley ©2013.
Colección:Wiley ebooks.
Bloomberg financial series.
Acceso en línea:Conectar con la versión electrónica
Ver en Universidad de Navarra:https://innopac.unav.es/record=b4614755x*spi