O'Reilly logo

Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours by Joel P. Bruckenstein, David J. Drucker

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Epilogue

Advisor Technology: Yesterday, Today, and Tomorrow

Joel P. Bruckenstein

This book has been a major departure from the previous two books that Dave Drucker and I have authored. In our previous efforts, all of the ideas and the writing came directly from us. For this book, it dawned upon us that we were uniquely positioned to bring together an all-star group of financial services technology experts, so that’s what we did. To the greatest extent possible, we allowed our authors to select their own subject matter. We also edited as lightly as possible because we wanted you to receive their thoughts and perspectives, not ours.

Despite our hands-off approach, we are both thoroughly thrilled with the outcome of our combined efforts. It confirms ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required