Автор: Joel Bruckenstein P.
Technology Tools for Today's High-Margin Practice. How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
Joel Bruckenstein P.
Revolutionize your financial advisory practice with the latest cutting-edge tools Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In a new revised edition of the «bible» of practice...
