Business Models for Financial Advisors
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Develop and Articulate Your Unique Business Model Financial advisors in all stages of their careers can benefit from a well-defined business model... even those about to retire. An advisor's deeper understanding of their own practice and who it serves best, will lead to sustainable relationships in a win-win business model. This book provides a checklist process to quickly articulate, develop and/or analyze an advisor's unique business/service model. It includes completed checklists based on the final years of Christine's practice as an example. She discusses household capacity of practices an...
Develop and Articulate Your Unique Business Model Financial advisors in all stages of their careers can benefit from a well-defined business model... even those about to retire. An advisor's deeper understanding of their own practice and who it serves best, will lead to sustainable relationships in a win-win business model. This book provides a checklist process to quickly articulate, develop and/or analyze an advisor's unique business/service model. It includes completed checklists based on the final years of Christine's practice as an example. She discusses household capacity of practices and many of the required decisions for various business model components. The handbook also provides an analytical tool and checklists to facilitate the segmentation of clientele. It discusses many choices and decisions relating to the following aspects of an advisors unique business model: Qualities of an advisor's most compatible sustainable clients Service models for: Client communication Investing Financial planning Tax strategies and returns Resources needed and suppliers How a practice charges clients Direct and indirect client costs Advisor compensation Advisor career paths Segmentation of clientele
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