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Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
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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 David J. Drucker, Joel P. Bruckenstein
January 2013
Intermediate to advanced content levelIntermediate to advanced
227 pages
7h 19m
English
Bloomberg Press
Content preview from Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours

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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Publisher Resources

ISBN: 9781118480533Purchase book