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Joel P. Bruckenstein

Technology Tools for Today's High-Margin Practice

How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours

Ebook (PDF Format)

How to transform and streamline your practice and achieve bold new levels of efficiency, service, and profitability Sick and tired of spending more time wrangling paperwork and managing your office than serving clients? Is overhead eating up your profit margins? Don't sweat it: This book has the answers to your problems. This much anticipated update of the book that has become the financial advisor's technology bible delivers the technologies, workarounds, and procedural efficiencies you need to drastically reduce your paperwork, slash your overhead, and find anything you need in seconds-while growing your business, building your brand, and b… Mehr

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Produktdetails


Weitere Autoren: Drucker, David J.
  • ISBN: 978-1-118-48051-9
  • EAN: 9781118480519
  • Produktnummer: 16367605
  • Verlag: Wiley
  • Sprache: Englisch
  • Erscheinungsjahr: 2012
  • Seitenangabe: 240 S.
  • Plattform: PDF
  • Masse: 3'121 KB
  • Auflage: 2. Aufl.

Über den Autor


David J. Drucker, MBA, CFP®, has more than thirty years of experience in the financial services industry. He is the coauthor of Tools and Techniques of Practice Management and Virtual-Office Tools for a High-Margin Practice: How Client-Centered Financial Advisers Can Cut Paperwork, Overhead, and Wasted Hours (Bloomberg Press, 2002). He is also editor of the monthly newsletter Technology Tools for Today (T3) and cofounder of the Annual T3 Technology Conference for financial advisors. David started his own advisory firm in the Washington, DC area in 1981 and continues to manage the financial affairs of a limited number of high-net worth clients. Joel P. Bruckenstein, CFP®, is an internationally renowned expert in the field of applied technology for financial service professionals. In addition to serving as the publisher of the Technology Tools for Today (T3) newsletter, Joel is a technology columnist for Financial Planning magazine and Financial Advisor magazine. Joel is the coauthor of Tools and Techniques of Practice Management and Virtual-Office Tools for a High-Margin Practice: How Client-Centered Financial Advisers Can Cut Paperwork, Overhead, and Wasted Hours (Bloomberg Press, 2002). He is also the cofounder of the Annual T3 Technology Conference for financial advisors. Further information about Joel and T3 can be found at www.technologytoolsfortoday.com.

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