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:
Online Access:Click to View
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100 1 |a Drucker, David J.,  |d 1948- 
245 1 0 |a Technology tools for today's high-margin practice  |h [electronic resource] :  |b how client-centered financial advisors can cut paperwork, overhead, and wasted hours /  |c David J. Drucker, Joel P. Bruckenstein. 
260 |a Hoboken, N.J. :  |b John Wiley & Sons,  |c c2013. 
300 |a viii, 227 p. :  |b ill. 
440 0 |a Bloomberg financial series 
500 |a Includes index. 
533 |a Electronic reproduction. Ann Arbor, MI : ProQuest, 2015. Available via World Wide Web. Access may be limited to ProQuest affiliated libraries. 
650 0 |a Financial planners. 
650 0 |a Finance, Personal  |x Computer network resources. 
650 0 |a Investment advisors. 
650 0 |a Investments  |x Data processing. 
650 0 |a Finance  |x Technological innovations. 
655 4 |a Electronic books. 
700 1 |a Bruckenstein, Joel P.,  |d 1956- 
710 2 |a ProQuest (Firm) 
856 4 0 |u https://ebookcentral.proquest.com/lib/matrademy/detail.action?docID=1105687  |z Click to View