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How close are you to enjoying an extraordinary life and practice in the planning profession? How quickly are you making progress toward Practice Nirvana?
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. Once attendees discover their practice management deficiencies through the Practice Nirvana Process, they can look for the answers in the individual presentations of Veres, Drucker, Bruckenstein and Beckes. Practice Nirvana is an all-day workshop.Contact Us to inquire about the Practice Nirvana Team's availability and pricing for your conference. Bob Veres' Inside Information service has evolved into a community of the top professionals in the planning profession, who share their most successful ideas and best practice management and marketing solutions with the membership as a whole. His Media Reviews service addresses one of the biggest new practice management issues in the profession -- staying on top of the published material -- by summarizing the contents of the four leading trade publications and many articles in the consumer press, allowing advisors to get the important information published each month in minutes instead of hours a week. Mr. Veres is the author of The Cutting Edge in Financial Services (National Underwriter Company, 2003). For more information on the Inside Information/Media Reviews service: www.bobveres.com. Dave Drucker's practice management columns and articles appear regularly in Wealth Manager, Financial Planning, Research and Financial Advisor magazines, as well as MorningstarAdvisor.com. He is considered the pioneer of a new business model where the advisor outsources office services to a growing ecology of specialized service providers, so that advisors can spend less time managing and training employees, and more time with their clients and on their personal lives. Mr. Drucker is co-founder of Practice Merger Consultants -- a service that helps planning professionals build their businesses through acquisition of other practices. He is also co-author of Virtual Office Tools for a High Margin Practice (Bloomberg Press, 2002) and co-editor of Virtual Office News, the newsletter that covers all aspects of practice management and technology. For more information on Virtual Office News or Practice Merger Consultants: www.virtualofficenews.com and www.practicemergers.com. Joel Bruckenstein is the only planning software reviewer and computer technical commentator in our profession who also runs a day-to-day planning practice. His insights and recommendations are grounded in the real-world needs of planners, what works with real clients and real planning offices, with a rare understanding that computer technology must fit within the important limitations of a real practitioner's time and budget. Mr. Bruckenstein is co-author of Virtual Office Tools for a High Margin Practice (Bloomberg Press, 2002) and publisher of Virtual Office News, the newsletter that covers all aspects of practice management and technology. For more information on Virtual Office News or his virtual consulting services: www.virtualofficenews.com and www.joelbruckenstein.com. Tracy Beckes, MBA, is one of the true pioneers in the field of business coaching. Her Effortless, Outrageous Business program opens a door to financial planners, making it possible for them to achieve transformative levels of personal and business success -- while, at the same time, they are creating more time and space for their personal fulfillment and goals. In their journey to an outrageously great life and practice, advisors learn to streamline and simplify their lives, focus on what is most important, master effortless productivity and learn to use their business as a tool to live an extraordinary life. For more information on the Effortless, Outrageous Business coaching program: www.tracybeckes.com. |