Technology Tools for Today's High-Margin Practice : How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours (Bloomberg Fi (REV UPD)

Tired of spending more time with filing cabinets than with clients? Is overhead eating up your margins? In this title, the authors show you how to drastically reduce the paperwork in your office, slash overhead, and find anything you need in seconds using the latest software.