Technology Tools for Today's High-Margin Practice by David J Drucker
Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In this title, the authors show you how to drastically reduce the paperwork in your office, slash overhead, and find anything you need in seconds using the latest software.David J. Drucker, MBA, CFP(R), has more than thirty years of experience in the financial services industry. He is the coauthor of Tools and Techniques of Practice Management and Virtual-Office Tools for a High-Margin Practice: How Client-Centered Financial Advisers Can Cut Paperwork, Overhead, and Wasted Hours (Bloomberg Press, 2002). He is also editor of the monthly newsletter Technology Tools for Today (T3) and cofounder of the Annual T3 Technology Conference for financial advisors. David started his own advisory firm in the Washington, DC area in 1981 and continues to manage the financial affairs of a limited number of high-net worth clients.
Joel P. Bruckenstein, CFP(R), is an internationally renowned expert in the field of applied technology for financial service professionals. In addition to serving as the publisher of the Technology Tools for Today (T3) newsletter, Joel is a technology columnist for Financial Planning magazine and Financial Advisor magazine. Joel is the coauthor of Tools and Techniques of Practice Management and Virtual-Office Tools for a High-Margin Practice: How Client-Centered Financial Advisers Can Cut Paperwork, Overhead, and Wasted Hours (Bloomberg Press, 2002). He is also the cofounder of the Annual T3 Technology Conference for financial advisors. Further information about Joel and T3 can be found at www.technologytoolsfortoday.com.
| SKU | Unavailable |
| ISBN 13 | 9781118434765 |
| ISBN 10 | 1118434765 |
| Title | Technology Tools for Today's High-Margin Practice |
| Author | David J Drucker |
| Series | Bloomberg Financial |
| Condition | Unavailable |
| Binding Type | Hardback |
| Publisher | Bloomberg Press |
| Year published | 2013-02-05 |
| Number of pages | 240 |
| Cover note | Book picture is for illustrative purposes only, actual binding, cover or edition may vary. |
| Note | Unavailable |