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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

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Additional Praise for Tools for Today’s High Margin Practice

“As a devout non-techie, I recognize that were it not for experts in the industry like Joel Bruckenstein and Dave Drucker, The Wealth Conservancy couldn’t have evolved from being an emerging firm to being well-established and on its way to becoming an enterprise. Joel and Dave have a crème-de-la-crème reputation, and their cogent, clear writing, in layman’s terms, shows they are more committed to getting the message across than impressing the reader with their technical expertise. This book is a breath of fresh air—ahhh!”

—Myra Salzer, Founder, The Wealth Conservancy, Inc., Author, Living Richly: Seizing the Potential of Inherited Wealth

“David Drucker and Joel Bruckenstein are true ...

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