About the Authors

David J. Drucker

Under the banner of “Drucker Knowledge Systems,” David J. Drucker, MBA, CFP, provides the benefit of his more than 30 years of experience and research to other members of the financial services industry.

He is the co-author of The 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 about practice management issues for financial advisors as a columnist or contributor to Financial Advisor, Financial ...

Get Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.