 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.
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 writes on practice management issues for financial advisors as a columnist or contributor to Financial Advisor, Financial Planning, Wealth Manager, and Research magazines, as a monthly columnist for morningstaradvisor.com and as co-founder of Technology Tools for Today.
In addition to his writing and consulting, Drucker is an independent financial advisor who started his own advisory firm in the Washington, D.C. area in 1981 after working as a financial analyst in government and private industry for over ten years. Drucker still manages the financial affairs of a limited number of high-net worth clients as President of Sunset Financial Management, Inc., an Albuquerque, New Mexico state-registered advisory firm.
Drucker is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA), and has served in a variety of NAPFA regional board member and conference planning roles during his many years of membership. He was named by the readers of Financial Planning magazine to its 2003 list of Movers, Shakers & Decision-Makers, and by Worth magazine as one of the Best Financial Advisors in the U.S. every year from the beginning of the Worth survey in 1994 through its 2001 listings when Drucker cut back his financial planning activities. In May 1996, he was given the NAPFA Distinguished Service Award for his contributions to the fee-only financial planning community.
He is the original author of INTEGRATE financial planning software used by him and other financial advisors nationwide, now developed and distributed by PlanWare, Inc. Drucker is also a past member of the American Society of Journalists and Authors, serving on its finance committee, as well as the Rydex Funds' Skip Viragh Award Advisory Board.
Testimonials:
"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 - NAPFA
"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
“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
Topics:
1) 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.
2) 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.
3) 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!
4) 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.
5) 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. Practice Nirvana is an all-day workshop. |