Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
- Título:
- Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
- Materia:
- Business & Management
- Editor:
- Bloomberg Press
- Descripción:
- 241 p.
- Identificadores:
- E-ISBN: 9781118434765 ISBN: 9781118641873
- Colección:
- Wiley