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Fast Facts about Dave Drucker

David J. Drucker, MBA, CFP® is a frequent presenter at professional conferences including the Million Dollar Round Table Annual Meeting, the Financial Planning Association's Success Forums and national conferences, the Financial Advisor Symposiums, the National Association of Personal Financial Advisors' National and Regional Conferences, Schwab IMPACT, TD Waterhouse's national conference, and various Independent Broker-Dealer conferences.

Download Press Shot  for Dave Drucker
Download:  Drucker's Speaking Agreement
Download: Drucker's Speaker Introduction
View: Drucker's presentation at the San Diego FPA's Planner Resource Day on November 9, 2005

Easy Marketing Through Effective Writing (Sample)

For more information, please contact Mr. Drucker by email at "Contact Us."

Presentation Topics
Some of Drucker's 1- to 1-1/2 hour presentations:

Easy Marketing Through Effective Writing. A full time journalist since 2001, after a 20-year career as an independent financial advisor, Drucker conducts this presentation and/or workshop to give advisors simple steps for improving their everyday writing.  "I correspond with thousands of advisors every year and perhaps 10% of them take pride in their writing; the rest make a poor impression with sloppy emails, mediocre newsletters and look-a-like websites," says Drucker.  Let Drucker teach your advisors how a casual but clear writing style coupled with authoritative advice equals easy yet powerful marketing that is absolutely critical to relationship building.

Live or Die By the Word. Much like "Easy Marketing Through Effective Writing," this workshop is co-presented by Drucker and Michael Lovas, a specialist in Neuro-linguistic Programming and Clinical Hypnotherapy.  For more information, click here.

Deadly Dozen – Learn How to Avoid these 12 Costly Mistakes. As a practicing advisor and keen industry observer, Dave Drucker knows a thing or two about making mistakes and, on the flip side, achieving success.  Advisors do not have to make costly, needless mistakes … not if they’ll listen to tenured professionals like Dave and heed his advice. In addition to sharing the top 12 mistakes Dave sees advisors making today, he’ll share ways to remedy and/or avoid the situation altogether. Bringing solutions to the financial advisory community is what he’s all about. Let Dave share his insights – and over two decades of experience – with you and your group!

Issues in Boomer Planning.  What must advisors do to prepare themselves for the new era of Baby Boomer planning?  They will need to adapt their traditional approaches in the areas of client communication, investment design, retirement planning and practice management to this unique client group that behaves differently and demands more than any group that has ever preceded it.  Let Drucker give you his thinking -- and the best ideas from other advisors -- on the subject.

Practice Nirvana.  How close are you to enjoying an extraordinary life and practice in the planning profession?  How quickly are you making progress toward Practice Nirvana?  Most advisors believe their status quo is all they can expect in the future.  A few advisors recognize that where they are today is a stepping stone to a more fulfilling and prosperous future.  Perhaps one in a thousand has identified what his ideal practice would look like and is taking steps to achieve it.  Let the Practice Nirvana Team of Bob Veres, Dave Drucker, Joel Bruckenstein and Tracy Beckes conduct their unparalleled practice management seminar for your conference.  They will walk each of your attendees through the calculation of his or her "Practice Management Index" to show them where they are on the path to Practice Nirvana.  For more information, see here.  Practice Nirvana is an all-day workshop.

For a small premium, Drucker will also tailor a practice management presentation to your audience.

Testimonials

"Thanks for your informative keynote speech – the Deadly Dozen -- at our 2007 National Conference.  I really enjoyed your presentation. We also appreciated that you stayed after your main platform speech to do the VIP reception with our special Practice Management group."

~ Kirk J. Hulett, Senior Vice President / Strategy & Practice Management 
Securities America, Inc.



"David Drucker presented The Deadly Dozen at our 2008 Top Advisor Conference.  His points were topical, concise, and on the target of issues facing planning practices today.  David presented to advisors with a broad range of practice models, but gave each one something serious to think about going into the future.  David was able to touch on technology, staff, business organization, client service, and compensation - the key pillars of a financial planning practice in a very effective way."

~ David M. Jeter, CFP®, Senior Vice President
Allegheny Financial Group

“David Drucker spoke at the 7th annual retreat held in August 2007 for the Garrett Planning Network. David’s personal experiences and his best practices insights, which he shared in his Deadly Dozen speech, was very well received!"

~ Sheryl Garrett, CFP®, Founder
Garrett Planning Network


"Over the years, we've been extraordinarily fortunate to benefit from Dave Drucker's frequent participation at our Financial Advisor Symposiums. Dave's vast knowledge and expertise across a wide array of subjects, from technology to practice management to investment, have enriched our conferences, thanks to his ability to convey his expertise in a very compelling manner."

~ Evan Simonoff, Executive Vice President / Editorial Director
Financial Advisor magazine



"Dave, thanks for conducting the Intelligent Communication - The Written Word presentation and workshop at NAPFA's 2007 National Conference.  You are always a hit.  I asked you to go outside of the box with this presentation and you exceeded our expectations. Your witty style coupled with your tremendous insight on the topic was a home-run!  Our membership will be talking about your session for a long time.  It was a huge success and we all appreciate your participation."

~ Michael Dubis, 2007 Conference Chair
National Association of Personal Financial Advisors

"David Drucker does an excellent job of sharing his ideas and insight about how the most effective and efficient advisors operate.  He presents with vision and clarity what will work in the future of our profession."

~ Larry W Burgess, CFP®, Membership Director 
FPA Dallas/Ft Worth


“On behalf of the FPA of Miami-Dade, thank you for your valuable presentation at the 2007 symposium. The evaluations and feedback from our attendees on your talk Boomers - Going Through the Change was very positive. We appreciate your contribution to the success of our first symposium and forward to further collaborations in the future!”

~ Amy W. Miller, Executive Director 
FPA of Miami-Dade

“Dave Drucker, publisher of Virtual Office News and perhaps the leading practice management writer in our planning profession, told the audience something that made a lot of us squirm: that whenever you communicate in writing with a current or prospective client, there is a marketing component to the message.  ‘People will judge you by how you present yourself with the written word,’ he said. ‘If you send out e-mail messages like most people [type and let it fly], you may appear to be unfocused, disorganized or sloppy to the receiving party--and be losing business as a result.  If you don't already have a trusted relationship with the person you're sending to,’ Drucker said, ‘then spelling and punctuation errors can be costly to your credibility.’ How do you fix this?  Drucker outlined a simple process for making sure every message you send is professional and clear.”

~ Bob Veres, Publisher
Inside Information