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9781576601235

Virtual-Office Tools for a High-Margin Practice How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours

Virtual-Office Tools for a High-Margin Practice How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
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  • ISBN-13: 9781576601235
  • ISBN: 1576601234
  • Edition: 1
  • Publication Date: 0015
  • Publisher: Wiley & Sons, Incorporated, John

AUTHOR

Drucker, David J., Bruckenstein, Joel P., Veres, Bob

SUMMARY

Virtual-Office Tools for a High-Margin Practice is a non-technical treasure trove of technology, clever workarounds, and procedural efficiencies tailored to help you move toward a paperless office, while still complying with SEC record-keeping requirements.Drucker, David J. is the author of 'Virtual-Office Tools for a High-Margin Practice How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours', published 0015 under ISBN 9781576601235 and ISBN 1576601234.

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