Virtual Office Tools for a High Margin Practice 在线电子书 pdf 下载 txt下载 epub 下载 mobi 下载 2024

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David J. Drucker 作者

Bloomberg Press

译者

2002-10 出版日期

288 页数

USD 50.00 价格

Paperback

丛书系列

9781576601235 图书编码

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发表于2024-11-13

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Virtual Office Tools for a High Margin Practice 在线电子书 epub 下载 mobi 下载 pdf 下载 txt 下载 2024

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Virtual Office Tools for a High Margin Practice 在线电子书 pdf 下载 txt下载 epub 下载 mobi 在线电子书下载

Virtual Office Tools for a High Margin Practice 在线电子书图书描述

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.

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