“This book is a godsend for busy professionals. Joel Bruckenstein and David Drucker know what it’s like to be a planner today. Clients want it all, and they want it ASAP. Virtual-Office Tools for a High-Margin Practice will improve your practice and allow you to serve your clients better than ever.”
—Don Phillips Managing Director, Morningstar Inc.

“I can’t believe I have been trying to run a practice without the incredible information that Dave and Joel have packed into this book. No question, technology is changing our planning world, but do you want to control it or let it control you? Get this book. Then, control, simplify, and profit.”
—Deena Katz, CFP Partner, Evensky, Brown, & Katz
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