Virtual-Office Tools for a High-Margin Practice: How Client-Centered Financial Advisers Can Cut Paperwork, Overhead, and Wasted HoursISBN: 978-1-57660-123-5
Paperback
288 pages
October 2002
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David J. Drucker, M.B.A., CFP, is a regular columnist or contributor to Financial Planning, Financial Advisor, Research, and NAPFA Advisor magazines, and MorningstarAdvisor.com. He is editor of the monthly newsletter Virtual Office News.
Joel P. Bruckenstein, CFP, CFS, CMFC, is senior technology editor at MorningstarAdvisor.com and publisher of Virtual Office News (www.virtualofficenews.com). He writes a monthly technology column for Financial Advisor magazine and frequently contributes to Financial Planning magazine and other industry publications.
Joel P. Bruckenstein, CFP, CFS, CMFC, is senior technology editor at MorningstarAdvisor.com and publisher of Virtual Office News (www.virtualofficenews.com). He writes a monthly technology column for Financial Advisor magazine and frequently contributes to Financial Planning magazine and other industry publications.
