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

Bibliographic Details
Main Author: Drucker, David J., 1948-
Corporate Author: ProQuest (Firm)
Other Authors: Bruckenstein, Joel P., 1956-
Format: Electronic eBook
Language:English
Published: Hoboken, N.J. : John Wiley & Sons, c2013.
Series:Bloomberg financial series
Subjects:
Financial planners.
Finance, Personal > Computer network resources.
Investment advisors.
Investments > Data processing.
Finance > Technological innovations.
Electronic books.
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