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David J. Drucker

Книги автора: David J. Drucker

Technology Tools for Today's High-Margin Practice. How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
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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 management a…
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 management a…
Technology Tools for Today's High-Margin Practice. How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
0
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 management a…
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 management a…