Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours

Introduction

David Drucker

In 2001, I approached Joel Bruckenstein (who was known to me only as a seemingly like-minded writer for the financial trade press) and told him about a book for which I was developing a business plan. He agreed it would be an interesting project for collaboration. A year later, Bloomberg Press published Virtual Office Tools for a High-Margin Practice and it became an instant hit.

Of course, it’s the type of book that requires frequent updating in order to remain useful to our readers and, for the past 10 years, we’ve opted instead to publish a monthly technology newsletter as a means of keeping the book current. Yet, after many requests from readers and from John Wiley & Sons (which partnered with Bloomberg Press), ...