On 2008-09-11 Nancy Langdon Jones, Claremont, CA USA wrote: This book should be in every financial planner´s library whether you are just starting out or a seasoned practitioner. I couldn´t find anything missing. Bruckenstein and Drucker cover all the bases of running a financial planning practice from setting up an office to selling your practice.
It is a complete reference manual for running a practice, thoroughly discussing everything to do with the office (hardware and software, security, paperless office, etc,) as well as setting up a business model, getting and retaining clients, E&O insurance, ethics and even time management.
One of my favorite parts is at the end of each and every one of the 39 chapters there is a section entitled ´Where can I find out more about it?´
This is definitely an outstanding practice management resource guide.. And summed up by saying Excellent Resource for Financial Planners. Currently Tools & Techniques Of Practice Management (The Tools & Techniques) (The Tools & Techniques) has an overall rating of 10 over 10.
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