Technology tools for today's high-margin practice : how client-centered financial advisors can cut paperwork, overhead, and wasted hours /
Drucker, David J.,1948-
Bruckenstein, Joel P.,1956-
Drucker, David J.,1948-Virtual-office tools for a high-margin practice.
Hoboken, N.J. : Bloomberg Press,
c2013.
Previous ed. originally published as: Virtual-office tools for a high-margin practice. Princeton, N.J. : Bloomberg Press, c2002.
Includes index.
Financial planners.
Finance, Personal
Investment advisors.
Investments
Finance