Virtual Office Tools for a High Margin Practice
Subtitle: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
Edition: 1 edition
Publisher: Bloomberg Press
Published: October 2002
Language: eng
Format: Paperback
Number of pages: 288
ISBN-13: 9781576601235
Subjects: Financial services industry; Investment & securities; Office management; Internet; Computer network resources; Business & Economics; Business / Economics / Finance; Home-based businesses; Business/Economics; Financial planners; Finance; Accounting - General; Business & Investing / Accounting; Business & Economics / Finance; Business & Economics/Accounting - General; Investments & Securities - General; Finance, Personal
First sentence: IN THIS BOOK, many of our examples come from the story of how Dave transformed his fairly normal, mid-sized financial planning firm into an extreme virtual operation.