Description: This session 60PD of Dallas Spring Meeting covers a checklist of how-tos and how not-tos, in the various areas of the operation, such as: structuring your practice, setting business objectives and market strategies, evaluating human and technical resource needs, understanding client needs, keeping up to date with the competition and new ideas, time and financial management. From the Record of the Society of Actuaries, Volume 27, No. 1, Session 60PD