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

pAre 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. /pbrbrpKnowledgeable strategies delve into: /pbrCultivating a practice through hands-on planning processes brbrSelecting software/hardware based on size scope brbrIncreasing business through market share credibility analysis brbrEvolving a practice to satisfy market demands new opportunities brbrDesigning a competitive fee structure that yields acceptable profits brbrbrpAuthors 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./p brbrpWhat 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. br/pbrChapters to feature: the top 12brbrCreating a plan/finding clients brbrSelecting a business model brbrPortfolio construction and management tools brbrData Sources, presentation software, and professional news brbrClient Relationship Management (CRM) Software brbrUnderstanding document imaging and management need brbrSetting a compensation structure brClient survey software brbrFinancial planning software brbrDeveloping a target market brbrClient service brbrSelling your practicebr