book
Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
by David J. Drucker, Joel P. Bruckenstein
January 2013
Intermediate to advanced
227 pages
7h 19m
English
Content preview from Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted HoursBecome an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
Start your free trial


Epilogue
Advisor Technology: Yesterday, Today, and Tomorrow
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 ...