A Firm Worth Building - Watson, Rick; Clarke, Michael; Salimi, Patrick
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Advice-giving professionals, such as accountants, attorneys, financial advisors, and insurance agents share a common challenge in running their businesses. They prioritize practicing their specialty over their responsibility to run the business well. With no formal business education, the result is limited or chaotic growth and unnecessary personal stress. This book can unlock your firm's potential, opening new possibilities for growth and personal freedom.

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Produktbeschreibung
Advice-giving professionals, such as accountants, attorneys, financial advisors, and insurance agents share a common challenge in running their businesses. They prioritize practicing their specialty over their responsibility to run the business well. With no formal business education, the result is limited or chaotic growth and unnecessary personal stress. This book can unlock your firm's potential, opening new possibilities for growth and personal freedom.
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Autorenporträt
Rick Watson CLU, ChFC, CFP is the managing force behind several companies: a $500+ million AUM registered investment advisor firm, an investment fund, and a management company. In addition, as a founding partner of the National Referral Network, he helps professionals across the country strengthen and grow their businesses by helping them grow, run better, and maximize their exits.Early in his career, his team found that many financial advisors, attorneys, and accountants struggled to run their businesses effectively and that these firms faced similar issues. Most had zero training in effectively running a business, making achieving the growth they sought difficult. Rick's team routinely helps others strengthen their value proposition and find their worth, building systems that generate more internal referrals and greater overall successIn his business, Rick uses his knowledge and innovative methods to empower clients to grow and achieve their desired success. His accomplishments have opened the path to his own dreams, living with his family on a 5-acre horse ranch and wine-making operation in Loomis, California.