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Stephan R. Leimberg claimed 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 12Creating 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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