"I find the Tools and Techniques of Practice Management to be one of the most practical and up to date text books for the financial services industry. It is a must read for anyone starting their own financial planning practice and anyone starting their own financial planning practice and anyone that wants to take their practice to the next level. I am looking forward to teaching this book for my upcoming financial planning courses."

Pierre M. Movsessian, CFP®, MBA
Instructor for UCLA Extension & University of Phoenix
President of Miyakawa, Movsessian & Associates

"The Tools & Techniques of Practice Management is an excellent book for anyone involved in the business of financial planning, whether you're just getting ready to start for the first time, or have been a successful professional for year.  Packed full of real life examples from real professionals and references to additional resources, and oriented towards practical suggestions and principles that can be applied, this book will bring value to anyone that reads it.  No matter what stage of your career you're in, you can learn something from this book - whether it's about tax and regulatory issues of business and compensation structures, business succession issues like selling your practice or taking on a partner, or technology and software issues."

Michael E. Kitces, MSFS, CFP®, CLU, ChFC, RHU, REBC
Director of Financial Planning
Pinnacle Advisory Group

"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. Jeffrey Lambert, CFP®
Co-Managing Partner, Lighthouse Financial Planning, LLC
Program Director,
Personal Financial Planning Certificate Program
University of California, Davis Extension

"Dave Drucker and Joel Bruckenstein have wonderfully condensed their collective knowledge of practice management for advisors into this detailed roadmap. The Tools & Techniques of Practice Management provides a comprehensive and practical view of practice management from business model selection to customer cultivation and office infrastructure, all with a focus on best practices for success. Given that this book presents real-world advice on three of the major challenges facing advisors today - practice management, target marketing, and succession planning - this is a must read for advisors seeking to build a world class business."

Charles("Chip") Roame
Tiburon Strategic Advisors

"David and Joel have created a must have handbook for financial planners.  Rich with practical advice and anecdotes from experienced planners and comprehensive in its scope, both new and veteran planners can use this book to leverage their practices.  Read the book from cover to cover or focus on those chapters where you need help, you will find the time well spent."

Cheryl Holland

"This outstanding book tackles the simplest and hardest issues a planner encounters. It doesn't miss a beat as it defines a problem and gives solutions to such critical issues as compensation, marketing, problem clients, partnering and technical support systems. It effectively synthesizes the art and science of building and managing a financial planning business. Dave and Joel have created the ultimate planner guide book for the present and future. Use it and you will survive and prosper."

Vern Hayden

"Unbelievably user friendly, practical and packed with great ideas. This book will not stay on your shelf."

Deena B. Katz®