Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
by David J. Drucker, Joel P. Bruckenstein

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Summary of Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours

This book is a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help planners 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 office by 99 percent and find anything they need in one minute or less by adapting innovative software tools and shifting from on-site employees to remote assistants.

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