About

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Our Story

In late 2001, Bloomberg Press published Virtual Office Tools for a High Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead and Wasted Hours by David J. Drucker and Joel P. Bruckenstein. Virtual Office Tools combined timeless practice management recommendations with the latest in technology to show advisors how to achieve dramatic improvements in profitability and lifestyle by following its precepts. Financial advisors applauded the book and inevitably asked the question, "How often will you revise it to keep your technology recommendations up to date?"

Most books with perishable information are revised every couple of years, or annually, at best. Authors Drucker and Bruckenstein decided this was much too slow a pace to accommodate the more frequent technological innovations available to advisors, and that a monthly publication of some sort would better serve their readers.

Hence, Technology Tools For Today (formerly Virtual Office News), their monthly newsletter, which they began publishing in January 2003.

Below are Dave's and Joel's bios which tell you more about their backgrounds and accomplishments.

David J. Drucker, MBA, CFP®

Under the banner of "Drucker Knowledge Systems," David J. Drucker, MBA, CFP® provides the benefit of his more than 25 years of experience and research to other members of the financial services industry.

He is the co-author of The One Thing... You Need to Do As Told by the Financial Advisory Industry's Top Coaches, Consultants and Visionaries (The Financial Advisor Literary Guild, 2005), Tools & Techniques of Practice Management (The National Underwriter Company, 2004) and Virtual Office Tools for a High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours (Bloomberg Press, 2002).  He is also editor of the monthly newsletter Technology Tools For Today (formerly Virtual Office News).

Drucker has written on practice management issues for financial advisors as a columnist and has contributed articles for Financial Advisor, Financial Planning, Wealth Manager, and Research magazines, as a monthly columnist for www.MorningstarAdvisor.com, and as co-founder of Practice Lifecycle LLC and Succession Registry.

In addition to his writing, Drucker is an independent financial advisor who started his own advisory firm in the Washington, D.C. area in 1981 after working as a financial analyst in government and private industry for over ten years. Drucker still manages the financial affairs of a limited number of high-net worth clients as President of Sunset Financial Management, Inc., an Albuquerque, New Mexico state-registered advisory firm.

Drucker is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA), and has served in a variety of NAPFA regional board member and conference planning roles during his many years of membership. He was named by the readers of Financial Planning magazine to its 2003 list of “Movers, Shakers & Decision-Makers,” and by Worth magazine as one of the Best Financial Advisors in the U.S. every year from the beginning of the Worth survey in 1994 through its 2001 listings when

Drucker cut back his financial planning activities. In May 1996, he was given the NAPFA Distinguished Service Award for his contributions to the fee-only financial planning community. He is the original author of INTEGRATE financial planning software used by him and other financial advisors nationwide, now developed and distributed by PlanWare, Inc.  Drucker is also a member of the American Society of Journalists and Authors, serving on its finance committee.

Drucker's community service activities include his volunteer work with the City of Albuquerque Animal Care Center and R.A.A.P. (Responsibly Adopting Albuquerque's Pit Bulls), a division of the Alliance for Albuquerque Animals.  In 2003, he was recognized by Helping Everyone Reach Out in Community Service (H.E.R.O.I.C.S.) for his volunteer activities with the Animal Humane Association of New Mexico.

Joel P. Bruckenstein, CFS, CMFC, CFP®

Freelance magazine writer, book author, virtual office consultant and fee-only financial advisor Joel P. Bruckenstein, CFP®, is the Publisher of Virtual Office News. He frequently contributes articles to other financial planning publications including Wealth Manager, Inside Information, the Journal of Financial Planning, NAPFA Advisor, Financial Advisor and www.Horsesmouth.com. In addition, he was the Senior Technology Editor at www.MorningstarAdvisor.com.

Virtual Office Tools for a High-Margin Practice, Mr. Bruckenstein's practice management and technology book co-authored by David Drucker, has garnered universal praise from industry experts. The duo's second book, which was published by National Underwriter Company in 2004 has also received good reviews.

In addition to his writing duties, Mr. Bruckenstein is a practicing financial planner. He is the President of Global Financial Advisors, Inc., a fee-only financial planning and investment advisory firm located in Miramar, Florida. Mr. Bruckenstein is a CERTIFIED FINANCIAL PLANNERTM professional, a Chartered Mutual Fund Counselor (CMFC), and a Certified Fund Specialist (CFS). He is a former President of the Financial Planning Association (FPA) of the Greater Hudson Valley and former Chair of the FPA Government Relations Tax Subcommittee. He is a member in good standing of the National Association of Personal Financial Advisors (NAPFA), the premier organization of fee-only financial planners and the Financial Planning Association (FPA).

Bruckenstein's expert opinions have appeared in The Wall Street Journal, The New York Times, Business Week, The Baltimore Sun, The Washington Post Investment Advisor Magazine, Investment News, Gannett Newspapers, and the New York Daily News, Kiplinger's Retirement Report, the Journal of Financial Planning and other publications.

Sightings

Catch Dave & Joel (and special guest presenters) on the following dates:

Live

February 12-14, 2015
2015 T3 Advisor Conference
Hilton Anatole - Dallas, TX

November 12-13, 2014
2014 T3 Enterprise Conference
Hilton Downtown - Atlanta, GA

February 10-12, 2014
2014 T3 Advisor Conference
Hilton Anaheim - Anaheim, CA
Dave & Joel (hosts) + a top flight cast of presenters

November 3-5, 2013
2013 T3 Enterprise Conference
Westin O'Hare - Rosemont, IL
Dave & Joel (hosts)
For more information and to register: http://2013t3enterprise.eventbrite.com/​

April 29-May 1, 2013
TradePMR Synergy 2013
Scottsdale, AZ
(Joel)

Past Sightings

February 11-13, 2013
2013 Technology Tools for Today Conference
Hilton Miami Downtown – Miami, FL
Dave & Joel (hosts) + a top flight cast of presenters

January 21-23, 2013
AICPA PFP Conference
Las Vegas, NV
(Joel)

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