Technology tools for today's high-margin practice [electronic resource] : how client-centered financial advisors can cut paperwork, overhead, and wasted hours / David J. Drucker, Joel P. Bruckenstein.

By: Drucker, David J, 1948-Contributor(s): Bruckenstein, Joel P, 1956- | ProQuest (Firm)Material type: TextTextSeries: Bloomberg financial seriesPublication details: Hoboken, N.J. : John Wiley & Sons, c2013Description: viii, 227 p. : illSubject(s): Financial planners | Finance, Personal -- Computer network resources | Investment advisors | Investments -- Data processing | Finance -- Technological innovationsGenre/Form: Electronic books.DDC classification: 332.6 LOC classification: HG179.5 | .D777 2013Online resources: Click to View
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Includes index.

Electronic reproduction. Ann Arbor, MI : ProQuest, 2015. Available via World Wide Web. Access may be limited to ProQuest affiliated libraries.

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