Professional Students

Tools & Techniques Series –
Not your average textbooks

From the classroom to the boardroom, the most trusted references of thousands of top financial planning professionals

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The first and only textbook to address an often-overlooked aspect of the educational process: The Business of Financial Planning.

In today’s increasingly competitive marketplace, students must hone their practice management skills to survive and prosper.  They are graduating with massive amounts of information.  This book helps them convert that information into a successful career.

You will work through a wide variety of practice management decisions:

• Selecting a business model

• Setting a competitive fee structure

• Advantages and disadvantages of owning one’s own practice

• The nitty-gritty basics of software, hardware and other management tools

•  And ultimately selling a practice

Written by David J. Drucker, CFP®, CFS, CMFC, two of the financial planning industry’s preeminent experts in the field of practice management and technology, this text supplies the necessary tools and techniques to run a successful financial planning business today, and prepares students for the challenges of the 21^st century practice.

RECOMMENDED SUPPLEMENTAL READING:
Building the Master Agency
From Worksite Marketing to Website Marketing
Wealth Manager Client-Relations Strategies
Wealth Manager Business-Ownership Strategies