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March 06 , 2008

Tools & Techniques of Practice Management


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 industry’s first book to address an often-overlooked topic: Business of Financial Planning. In today’s increasingly competitive marketplace, fine-tuning your practice management skills is a necessity—while 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:

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  • Cultivating a practice through hands-on planning processes
  • Selecting software/hardware 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 industry’s 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 today’s marketplace. Differentiate yourself.

Chapters to feature: the top 12

  • Creating a plan/finding 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


“Long 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, CPA/PFS, 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

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