How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
by
David J. Drucker, Joel P. Bruckenstein
Language: English
Release Date: December 21, 2012
Revolutionize your financial advisory practice with the latest cutting-edge tools
Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In a new revised edition of the "bible" of practice management and technology for financial professionals,...