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

by: Drucker, David J.; Bruckenstein, Joel P.; Drucker, David J.

Publisher: Wiley(2012/12/21)

Edition: 2

Language: English

ISBN-13: 9781118434765

e-ISBN-13: 9781118480533