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Drucker, David J.

Virtual-Office Tools for a High-Margin Practice: How Client-Centered Financial Advisers Can Cut Paperwork, Overhead, and Wasted Hours

Drucker, David J. - Virtual-Office Tools for a High-Margin Practice: How Client-Centered Financial Advisers Can Cut Paperwork, Overhead, and Wasted Hours, ebook

49,60€

Ebook, ePUB with Adobe DRM
ISBN: 9780470884782
DRM Restrictions

Printing86 pages with an additional page accrued every 9 hours, capped at 86 pages
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Tired of spending more time with filing cabinets than with clients? Is overhead eating up margins? Now, two leading financial planners and columnists deliver the help advisers have been begging for.

Virtual-Office Tools for a High-Margin Practice is a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisers move toward a paperless office, while still complying with SEC record-keeping requirements. The authors show planners how to reduce the amount of paperwork in their offices by 99 percent, slash overhead, and find anything they need in one minute or less by adapting innovative software tools and shifting from on-site employees to remote assistants and virtual work partners.

Until now, creative ways of working this smart were hard to come by. With this book, they are available, ready to go, and easy to implement.

Author(s)
 
 
Publisher
John Wiley and Sons, Inc.
Publication year
2002
Language
en
Edition
1
Series
Bloomberg Professional
Page amount
288 pages
Category
Economy
Format
Ebook
eISBN (ePUB)
9780470884782
Printed ISBN
9781576601235

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