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Technology Tools for Today's High-Margin Practice
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Publication
Technology Tools for Today's High-Margin Practice
2012
Overview
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, two leading financial planners, with some help from their friends*, deliver the knowledge advisors have been begging for. This book serves up a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisors in private practice move toward today's vir
Publisher
Wiley
Subject
ISBN
1118434765, 9781118434765
