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Virtual-Office Tools for a High-Margin Practice
David J. Drucker
Joel P. Bruckenstein
其他書名
How Client-Centered Financial Advisers Can Cut Paperwork, Overhead, and Wasted Hours
出版
John Wiley & Sons
, 2010-05-18
主題
Business & Economics / Finance / General
Business & Economics / General
ISBN
047088276X
9780470882764
URL
http://books.google.com.hk/books?id=2prJJ_YmSQIC&hl=&source=gbs_api
EBook
SAMPLE
註釋
Tired of spending more time with filing cabinets than with clients? Is overhead eating up margins? Now, two leading financial planners and columnists deliver the help advisers have been begging for.
Virtual-Office Tools for a High-Margin Practice
is a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisers move toward a paperless office, while still complying with SEC record-keeping requirements. The authors show planners how to reduce the amount of paperwork in their offices by 99 percent, slash overhead, and find anything they need in one minute or less by adapting innovative software tools and shifting from on-site employees to remote assistants and virtual work partners.
Until now, creative ways of working this smart were hard to come by. With this book, they are available, ready to go, and easy to implement.