Tools & Techniques of Practice Management

$175.00

Are you doing the most to maximize your profits and sustainability Discover detailed steps necessary to effectively run your practice and achieve profitable client-focused results. This is the industrys first book to address an often-overlooked topi

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Are you doing the most to maximize your profits and sustainability Discover detailed steps necessary to effectively run your practice and achieve profitable client-focused results. This is the industrys first book to address an often-overlooked topic Business of Financial Planning. In todays increasingly competitive marketplace fine-tuning your practice management skills is a necessitywhile allowing more time to cultivate new business and focus on clients. The authors deliver practical insight into selecting a business model as well as the advantages and disadvantages of relevant topics including owning a practice. Knowledgeable strategies delve into Cultivating a practice through hands-on planning processes Selecting softwarehardware based on size & scope Increasing business through market share & credibility analysis Evolving a practice to satisfy market demands & new opportunities Designing a competitive fee structure that yields acceptable profits Authors David J. Drucker MBA CFP and Joel P. Bruckenstein CFP CFS CMFC two of the financial planning industrys preeminent experts in the field of practice management and technology guide through starting your practice running a mature practice selling a practice and everything you may face in between. What does practice management do for you A planner with average technical skills but a clear strategic outlook from within this one book may be far more successful than a good technician who possesses only rudimentary understandings of the Tools & Techniques. An abundance of financial advisory services are available in todays marketplace. Differentiate yourself. Chapters to feature the top 12Creating a planfinding clients Selecting a business model Portfolio construction and management tools Data Sources presentation software and professional news Client Relationship Management (CRM) Software Understanding document imaging and management need Setting a compensation structure Client survey software Financial planning software Developing a target market Client service Selling your practice TestimonialsLong before I got to the end of the book I felt like I was having a private consulting arrangement with the authors worth thousands of dollars. Every page is packed with indispensable alternatives and understanding. This is an extraordinarily valuable work containing not only their years of experience and uncommon wisdom but also some of the best thinking from dozens of leading practitioners. Not a theory book but a practical guide to organizing and running a practice today. J. Jeffry Lambert CFP Co-Managing Partner Lighthouse Financial Planning LLC Program Director Personal Financial Planning Certificate Program University of California Davis Extension The Tools & Techniques books have had a prominent position on my desk for over 30 years right next to my bust of Socrates. Leimberg presents the material in a concise and authoritative manner replete with questions answers and examples of everyday and not so everyday topics. I love the format and highly recommend it to any attorney accountant and financial planner.Martin L. Scheckner MS CPAPFS CFP CVA The Leimberg Tools & Techniques Series are required texts for the Certified Financial Planner Certification Education Program curriculums I design and direct. The subject material is concise clearly presented and covers the CFP Certification Examination topic list.Dr. Robert D. Lovett CFP Managing Partner ASTWELL Consulting