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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