Technology tools for today's high-margin practice : how client-centered financial advisors can cut paperwork, overhead, and wasted hours

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Bibliographic Information

Title
"Technology tools for today's high-margin practice : how client-centered financial advisors can cut paperwork, overhead, and wasted hours"
Statement of Responsibility
David J. Drucker, Joel P. Bruckenstein
Publisher
  • Bloomberg Press
Publication Year
  • c2013
Book size
27 cm
Series Name / No
  • : cloth

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Notes

Includes bibliographical references and index

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