Virtual-Office Tools for a High-Margin Practice: How Client-Centered Financial Advisers Can Cut Paperwork, Overhead, and Wasted Hours

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Virtual-Office Tools for a High-Margin Practice: How Client-Centered Financial Advisers Can Cut Paperwork, Overhead, and Wasted Hours - Drucker, David J, and Bruckenstein, Joel P, and Veres, Bob (Foreword by)

Tired of spending more time with filing cabinets than with clients? Is overhead eating up margins? Now, two leading financial planners and columnists deliver the help advisers have been begging for. "Virtual-Office Tools for a High-Margin Practice" is a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to ...

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