"Are you so buried in paperwork, nettlesome complianceissues, or personnel problems that you don't even rememberwhy you got into this business in the first place? David Druckerand Joel Bruckenstein feel your pain. it'ssupposed to save your money--but more importantly, save yoursanity.„ --Registered Representative February 2003“This book is a godsend for busy professionals. JoelBruckenstein and David Drucker know what it's like to be aplanner today. Clients want it all, and they want it ASAP. Virtual-Office Tools for a High-Margin Practice willimprove your practice and allow you to serve your clients betterthan ever.„ --Don Phillips Managing Director, Morningstar Inc.
“I can't believe I have been trying to run apractice without the incredible information that Dave and Joel havepacked into this book. No question, technology is changing ourplanning world, but do you want to control it or let it controlyou? Get this book. Then, control, simplify, andprofit." --Deena Katz, CFP Partner, Evensky, Brown, & Katz Author of Deena Katz's Tools and Templates for YourPractice
„If you buy one business book this year, make it thisone. David Drucker has done it again, this time teaming up withJoel Bruckenstein to teach fellow financial advisers how tosimplify their lives and make more money at the same time. Thebook is filled with nuggets of information that turn towisdom, teaching us all how to use technology to simplify ourlives rather than to complicate them.“ --George D. Kinder, CFP Author, The Seven Stages to Money Maturity
„For financial planners who want to take the plunge into apaperless office, this book is required reading. Virtual-OfficeTools for a High-Margin Practice is a gold mine ofstrategies for working faster, smarter, and better--andyour clients will love the ways your streamlined office helps themmanage their own time better!“ --John E. Sestina, CFP, ChFC
„This book provides financial planners with an easy-to-usetechnology handbook for their practice. Combining a perfectmixture of practical tips and high-tech solutions, Bruckensteinand Drucker have given the planning community an invaluabletool--one that every planner should own anduse!“ --Bud Elsea Director of Education, Financial Planning Association