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

Drucker, David J.

 
9781576601235: Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
Couverture souple
ISBN 10 : 1576601234 ISBN 13 : 9781576601235
Editeur : John Wiley &Sons, 2002

Synopsis

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.

Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.

Présentation de l'éditeur

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.

Biographie de l'auteur

David J. Drucker, M.B.A., CFP, is a regular columnist or contributor to Financial Planning, Financial Advisor, Research, and NAPFA Advisor magazines, plus 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.

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.

Éditeur
John Wiley &Sons
Date d'édition
2002
Langue
anglais
ISBN 10 
1576601234
ISBN 13 
9781576601235
Reliure
Broché
Numéro d'édition
1
Nombre de pages
288
Coordonnées du fabricant
non disponible
Personne responsable
non disponible