Technology tools for today's high-margin practice how client-centered financial advisors can cut paperwork, overhead, and wasted hours
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 financia...
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| Other Authors: | |
| Format: | eBook |
| Language: | Inglés |
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Hoboken, N.J. :
John Wiley & Sons
c2013.
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| Edition: | 2nd ed |
| Series: | Bloomberg financial series
Bloomberg Financial |
| Subjects: | |
| See on Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009628582606719 |
| Summary: | 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 to |
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| Item Description: | Includes index. |
| Physical Description: | 1 online resource (238 p.) |
| ISBN: | 9781118641873 9781283927826 9781118480519 |
