Virtual-office Tools for a High-margin Practice: How Client-Centered Financial Advisers Can Cut Paperwork, Overhead, and Wasted Hours
Author:   David J. Drucker ,  Joel P. Bruckenstein ,  Bob Veres
Publisher:   Bloomberg Press
ISBN:  

9781576601235


Pages:   288
Publication Date:   01 October 2002
Format:   Paperback
Availability:   In Print   Availability explained
Limited stock is available. It will be ordered for you and shipped pending supplier's limited stock.

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


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Full Product Details

Author:   David J. Drucker ,  Joel P. Bruckenstein ,  Bob Veres
Publisher:   Bloomberg Press
Imprint:   Bloomberg Press
Dimensions:   Width: 18.20cm , Height: 1.70cm , Length: 23.30cm
Weight:   0.484kg
ISBN:  

9781576601235


ISBN 10:   1576601234
Pages:   288
Publication Date:   01 October 2002
Audience:   Professional and scholarly ,  Professional & Vocational
Format:   Paperback
Publisher's Status:   Out of Stock Indefinitely
Availability:   In Print   Availability explained
Limited stock is available. It will be ordered for you and shipped pending supplier's limited stock.

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Are you so buried in paperwork, nettlesome compliance issues, or personnel problems that you don't even remember why you got into this business in the first place? David Drucker and Joel Bruckenstein feel your pain... it's supposed to save your money-but more importantly, save your sanity. -Registered Representative February 2003


Author Information

David J. Drucker, M.B.A., CFP, is a regular columnist or contributor to Financial Planning, Financial Advisor, Research, and NAPFA Advisor magazines, and MorningstarAdvisor.com. He is editor of the monthly newsletter Virtual Office News. Joel P. Bruckenstein, CFP, CFS, CMFC, is senior technology editor at MorningstarAdvisor.com and publisher of Virtual Office News (www.virtualofficenews.com). He writes a monthly technology column for Financial Advisor magazine and frequently contributes to Financial Planning magazine and other industry publications.

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