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Virtual-Office Tools for a High-Margin Practice:

How Client-Centered Financial Advisers Can Cut Paperwork,

Overhead, and Wasted Hours

by David J. Drucker and Joel P. Bruckenstein

The New Fiduciary Standard: The 27 Prudent Investment

Practices for Financial Advisers, Trustees, and Plan Sponsors

by Tim Hatton, CFP, CIMA, AIF

In cooperation with the Foundation for Fiduciary Studies

Deena Katz on Practice Management:

For Financial Advisers, Planners, and Wealth Managers

by Deena B. Katz

Deena Katz’s Tools and Templates for Your Practice:

For Financial Advisers, Planners, and Wealth Managers

by Deena B. Katz

Building a High-End Financial Services Practice: Proven

Techniques for Planners, Wealth Managers, and Other Advisers

by Cliff Oberlin and Jill Powers

In Search of the Perfect Model: The Distinctive Business

Strategies of Leading Financial Planners

by Mary Rowland

How to Value, Buy, or Sell a Financial-Advisory Practice:

A Manual on Mergers, Acquisitions, and Transition Planning

by Mark C. Tibergien and Owen Dahl

Practice Made Perfect: The Discipline of Business Management

for Financial Advisers

by Mark C. Tibergien and Rebecca Pomering

Protecting Your Practice

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