Author: David J. Drucker
Edition: 1
Binding: Paperback
ISBN: 1576601234
Publisher: Bloomberg Press
Features:
Edition: 1
Binding: Paperback
ISBN: 1576601234
Publisher: Bloomberg Press
Features:
Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
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. Search and download computer ebooks Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours for free.
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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.
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Virtual-office Tools For A High-margin Practice: How Client-centered Financial A
author david j drucker author joel p bruckenstein format paperback language english publication year 01 10 2002 series bloomberg professional subject management business economics industry subject 2 finance accounting title virtual office tools for a high margin practice how client centered financial advisors can cut paperwork overhead and wasted hours author david j drucker joel p bruckenstein publisher bloomberg pr publication date oct 01 2002 pages 320 binding paperback edition 1 st dimension
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 nee
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 nee
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
Financial advisers say that practice management help -- particularly with streamlining office operations -- is their greatest single need. Their margins are under pressure. Their once-flush clients are scrutinizing fees. They must slash costs, do more with less, and find time -- somehow -- to spend with the people they advise. Now, two leading financial planners and columnists deliver the help planners have been begging for. This book is a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help planners move toward a paperless office, while still comp
Virtual Office Tools for a High Margin Practice Free
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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
Until
