Drucker, David J., 1948-.

Technology tools for today's high-margin practice : .b how client-centered financial advisors can cut paperwork, overhead, and wasted hours / .c David J. Drucker and Joel P. Bruckenstein. - Hoboken, N.J. : John Wiley & Sons, c2013. - viii, 227 p. : ill. ; 26 cm. - Bloomberg financial series. .

Includes index.

9781118434765


Finance, Personal--Computer network resources.
Finance--Technological innovations.
Financial planners.
Investment advisors.
Investments--Data processing.