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Due to the Memorial Day Holiday orders placed after 11:00 PM on Friday May 24th will not be processed until Tuesday May 28th.

The Leimberg Library

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  1. Tools & Techniques of Practice Management

    Tools & Techniques of Practice Management

    $145.00

    Are you doing the most to maximize your profits and sustainability? Discover detailed steps necessary to effectively run your practice and achieve profitable, client-focused results. This is the industry’s first book to address an often-overlooked topic: Business of Financial Planning. In today’s increasingly competitive marketplace, fine-tuning your practice management skills is a necessity—while allowing more time to cultivate new business and focus on clients. The authors deliver practical insight into selecting a business model as well as the advantages and disadvantages of relevant topics including owning a practice.

     

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  2. Tools & Techniques of Risk Management & Insurance

    Tools & Techniques of Risk Management & Insurance

    $145.00

    Delivers fundamentals of risk management as a means to complement, benefit, and promote all areas of business planning. With focus on relevant risk management basics, discover that the process involves more than the core activities of making and growing clients’ assets. The planning process consists of proactively uncovering wealth preservation objectives specific to needs today’s practitioner faces. Insurance, PACE, and CFP®CE Filed.  Learn More

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