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Tools & Techniques Of Practice Management (The Tools & Techniques) (The Tools & Techniques) Paperback – November 30, 2004


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Product Details

  • Series: Tools & Techniques
  • Paperback: 302 pages
  • Publisher: National Underwriter Company; 1st edition (November 30, 2004)
  • Language: English
  • ISBN-10: 0872186539
  • ISBN-13: 978-0872186538
  • Product Dimensions: 0.8 x 8.5 x 11 inches
  • Shipping Weight: 1.6 pounds (View shipping rates and policies)
  • Average Customer Review: 4.0 out of 5 stars  See all reviews (2 customer reviews)
  • Amazon Best Sellers Rank: #1,024,887 in Books (See Top 100 in Books)

Editorial Reviews

Review

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 PlannerTM 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

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 PlannerTM 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

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 PlannerTM 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

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 PlannerTM 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

The Tools & Techniques books have had a prominent position on --Dr. Robert D. Lovett, CFP® Managing Partner, ASTWELL Consulting

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 PlannerTM 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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Most Helpful Customer Reviews

4 of 5 people found the following review helpful By Nancy Langdon Jones on September 11, 2008
Format: Paperback
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.
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By Some Guy on March 11, 2014
Format: Paperback Verified Purchase
While there may be some conceptual truths that endure, I could not get past how outdated this text is. Perhaps a newer version is in the works? Bought for class as it was a requirement. Only reason I would consider buying this is if I had to buy.
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More About the Author

Joel P. Bruckenstein is Publisher of the Technology Tools for Today (T3) newsletter (www.TechnologyToolsforToday.com) and a co-producer of the Technology Tools for Today (T3) Conference, the only annual technology/practice management conference for independent advisors.
 
Bruckenstein is an internationally acclaimed expert on applied technology as it relates to the financial service industry. He is the co-author of three books: Virtual Office Tools for a High Margin Practice, Tools and Techniques of Practice Management and the new Technology Tools for Today's High-Margin Practice. Joel also writes a monthly technology column for Financial Advisor Magazine and for Financial Planning Magazine, including the annual technology survey report.

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