All-new edition of the financial adviser’s practice management book now available for Kindle delivery
Ten years ago, two practice management consultants to financial advisers teamed up to write the book on tools to run a high-margin practice, Virtual Office Tools for a High Margin Practice
David J. Drucker and Joel P. Bruckenstein partnered to deliver timeless practice management recommendations to financial advisers
Today, David Drucker and Joel Bruckenstein are household names among advisers.
What started as a side hobby has grown into a robust suite of practice management newsletters and technology conferences, now branded under the Technology Tools for Today moniker.
So in early 2012, Drucker and Bruckenstein approached me to contribute to an all-new edition of the aging Virtual Office Tools book and update it with information and resources on current technology and tools.
Now the new edition is available for download to your Kindle device and app. It’s titled Technology Tools for Today’s High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours (Bloomberg Financial)
Order the book below. I hope you enjoy it (especially Chapter 8!), and I welcome your comments and feedback that you can leave below (or contact me privately).
(Note: Amazon.com affiliate links, I earn a small commission if you decide to buy after clicking)
