Foto dell'editore

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

Stephan R. Leimberg

Editore: National Underwriter Company, 2004
ISBN 10: 0872186539 / ISBN 13: 9780872186538
Nuovi / Soft cover / Quantità: 1
Da Book Deals (Lewiston, NY, U.S.A.)
Copie del libro da altre librerie
Mostra tutte le  copie di questo libro
Aggiungere al carrello
Prezzo consigliato:
Prezzo: EUR 72,31
Convertire valuta
Spedizione: EUR 0,00
In U.S.A.
Destinazione, tempi e costi

Lista dei preferiti


Dati bibliografici

Titolo: Tools & Techniques Of Practice Management (...

Casa editrice: National Underwriter Company

Data di pubblicazione: 2004

Legatura: Soft cover

Condizione libro: New


Brand New, Unread Copy in Perfect Condition. A+ Customer Service!. Codice inventario libreria ABE_book_new_0872186539

Su questo libro:


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

Le informazioni nella sezione "Su questo libro" possono far riferimento a edizioni diverse di questo titolo.

Info su libreria e pagamento

Metodi di pagamento

La libreria accetta i seguenti metodi di pagamento:

  • American Express
  • Carte Bleue
  • Mastercard
  • Visa

[Cercare nel catalogo della libreria]

[Tutti i libri della libreria]

[Fare una domanda alla libreria]

Libreria: Book Deals
Indirizzo: Lewiston, NY, U.S.A.

Libreria AbeBooks dal: 7 maggio 2014
Valutazione libreria: 4 stelle

Condizioni di vendita:

We guarantee the condition of every book as it's described on the AbeBooks web
sites. If you're dissatisfied with your purchase (Incorrect Book/Not as
Described/Damaged) or if the order hasn't arrived, you're eligible for a refund
within 30 days of the estimated delivery date. If you've changed your mind
about a book that you've ordered, please use the Ask bookseller a question link
to contact us and we'll respond within 2 business days.

Condizioni di spedizione:

Shipping costs are based on books weighing 2.2 LB, or 1 KG. If your book order is heavy or oversized, we may contact you to let you know extra shipping is required.