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. - Drucker, David J., 1948-.; Bruckenstein, Joel P., 1956-. (Hoboken, N.J. : John Wiley & Sons, 2013)
Includes index.
Keywords: Finance, Personal -- Computer network resources; Finance -- Technological innovations; Financial planners; Investment advisors; Investments -- Data processing