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 /

Show other versions (1)
Saved in:
Bibliographic Details
Main Author: Drucker, David J., 1948-
Other Authors: Bruckenstein, Joel P., 1956-
Format: Electronic eBook
Language:English
Published: Hoboken, N.J. : J. Wiley & Sons, ©2013.
Series:Bloomberg financial series.
Subjects:
Financial planners.
Finance, Personal > Computer network resources.
Investment advisors.
Investments > Data processing.
Finance > Technological innovations.
Online Access:CONNECT

Internet

CONNECT

Similar Items