Tools & Techniques Of Practice Management (The Tools & Techniques) (The Tools & Techniques)
Long before I got to the end of the book, I felt like I was having a private consulting arrangement with the authors worth thousands of dollars. Every page is packed with indispensable alternatives and understanding. This is an extraordinarily valuable work containing not only their years of experience and uncommon wisdom, but also some of the best thinking from dozens of leading practitioners. Not a theory book, but a practical guide to organizing and running a practice today. --J. Jeffry Lambert, CFPÃ‚Â®, Co-Managing Partner, Lighthouse Financial Planning, LLC Program Director, Personal Financial Planning Certificate Program, University of California , Davis ExtensionThe Tools & Techniques books have had a prominent position on my desk for over 30 years, right next to my bust of Socrates. Leimberg presents the material in a concise and authoritative, manner, replete with questions, answers and examples of everyday and not so everyday topics. I love the format and highly recommend it to any attorney, accountant and financial planner. --Martin L. Scheckner, MS, CPA/PFS, CFPÃ‚Â®, CVAThe Leimberg Tools & Techniques Series are required texts for the Certified Financial PlannerTM Certification Education Program curriculums I design and direct. The subject material is concise, clearly presented and covers the CFPÃ‚Â® Certification Examination topic list. --Dr. Robert D. Lovett, CFPÃ‚Â® Managing Partner, ASTWELL ConsultingThe Tools & Techniques books have had a prominent position on my desk for over 30 years, right next to my bust of Socrates. Leimberg presents the material in a concise and authoritative, manner, replete with questions, answers and examples of everyday and not so everyday topics. I love the format and highly recommend it to any attorney, accountant and financial planner. --Martin L. Scheckner, MS, CPA/PFS, CFPÂ®, CVAThe Leimberg Tools & Techniques Series are required texts for the Certified Financial PlannerTM Certification Education Program curriculums I design and direct. The subject material is concise, clearly presented and covers the CFPÂ® Certification Examination topic list. --Dr. Robert D. Lovett, CFPÂ® Managing Partner, ASTWELL ConsultingThe Tools & Techniques books have had a prominent position on my desk for over 30 years, right next to my bust of Socrates. Leimberg presents the material in a concise and authoritative, manner, replete with questions, answers and examples of everyday and not so everyday topics. I love the format and highly recommend it to any attorney, accountant and financial planner. --Martin L. Scheckner, MS, CPA/PFS, CFP®, CVAThe Leimberg Tools & Techniques Series are required texts for the Certified Financial PlannerTM Certification Education Program curriculums I design and direct. The subject material is concise, clearly presented and covers the CFP® Certification Examination topic list. --Dr. Robert D. Lovett, CFP® Managing Partner, ASTWELL ConsultingThe Tools & Techniques books have had a prominent position on my desk for over 30 years, right next to my bust of Socrates. Leimberg presents the material in a concise and authoritative, manner, replete with questions, answers and examples of everyday and not so everyday topics. I love the format and highly recommend it to any attorney, accountant and financial planner. --Martin L. Scheckner, MS, CPA/PFS, CFP®, CVAThe Leimberg Tools & Techniques Series are required texts for the Certified Financial PlannerTM Certification Education Program curriculums I design and direct. The subject material is concise, clearly presented and covers the CFP® Certification Examination topic list. --Dr. Robert D. Lovett, CFP® Managing Partner, ASTWELL ConsultingThe Tools & Techniques books have had a prominent position on my desk for over 30 years, right next to my bust of Socrates. Leimberg presents the material in a concise and authoritative, manner, replete with questions, answers and examples of everyday and not so everyday topics. I love the format and highly recommend it to any attorney, accountant and financial planner. --Martin L. Scheckner, MS, CPA/PFS, CFP®, CVAThe Leimberg Tools & Techniques Series are required texts for the Certified Financial PlannerTM Certification Education Program curriculums I design and direct. The subject material is concise, clearly presented and covers the CFP® Certification Examination topic list. --Dr. Robert D. Lovett, CFP® Managing Partner, ASTWELL Consulting