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Tools & Techniques Of Practice Management (The Tools & Techniques) (The Tools & Techniques)

  • List Price: $165.00
  • Buy New: $89.95
  • as of 9/16/2014 22:18 EDT details
  • You Save: $75.05 (45%)
In Stock
New (5) Used (9) from $76.87
  • Seller:hnpuilam
  • Sales Rank:1,081,243
  • Languages:English (Unknown), English (Original Language), English (Published)
  • Media:Paperback
  • Number Of Items:1
  • Edition:1st
  • Pages:302
  • Shipping Weight (lbs):1.6
  • Dimensions (in):11 x 8.3 x 0.8
  • Publication Date:November 30, 2004
  • ISBN:0872186539
  • EAN:9780872186538
  • ASIN:0872186539
Availability:Usually ships in 1-2 business days

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Editorial Reviews:
Synopsis

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:


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

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