How to Build Your Financial Advisory Business and Sell It at a Profit - Depman, Al
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Too many financial advisors simply closeshop when they decide to exitthe business-squandering untold goodwill andlegacy business. Why waste a great opportunity? By applying the advice of Al Depman, a.k.a."The Practice Doctor," you can transform yourfinancial services practice into a legacy-focusedbusiness that will add substantial wealth toyour retirement nest egg. How to Build YourFinancial Advisory Business and Sell It at a Profit walks you through the steps of developing,managing, and growing a profitable practiceyou can sell for enhanced value or bequeathto family members. Depman guides…mehr

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Produktbeschreibung
Too many financial advisors simply closeshop when they decide to exitthe business-squandering untold goodwill andlegacy business. Why waste a great opportunity? By applying the advice of Al Depman, a.k.a."The Practice Doctor," you can transform yourfinancial services practice into a legacy-focusedbusiness that will add substantial wealth toyour retirement nest egg. How to Build YourFinancial Advisory Business and Sell It at a Profit walks you through the steps of developing,managing, and growing a profitable practiceyou can sell for enhanced value or bequeathto family members. Depman guides you through the process offorming a sound plan for your financial servicesbusiness, including how to: Create a team of advocates inmarketing and administration Build a sophisticatedreferral process Develop sales and casedevelopmentsystems Write a best-practicesoperations manual Maximize new technology tostreamline operations Put a succession plan in place Building a long-term business model is notjust good for your future. It will also makeyou happier and more profitable today. You'llbe able to spend more time with clients. You'llput more energy into finding new ones. You'llfocus more on referral sources. And someoneelse will do the grunt work. Use How to Build Your Financial AdvisoryBusiness and Sell It at a Profit to build yourbusiness into more than a simple means to apaycheck-and reap the rewards of your hardwork long after you choose to leave the firm.
Autorenporträt
Al Depman, CLU, ChFC, CMFC, BH, is the owner of Practice Management Consulting. He is best known for his "Practice Management Assessment Tool" and his articles that appear on Practicetools.net and MitchAnthony.com, where he is the resident business-practice consultant. Depman serves as the national Practice Management Consultant for Securian (Minnesota Life) and has also worked with advisors from Waddell & Reed, AIG, LPL, State Farm, Prudential, NY Life, Metropolitan, and many independents, as well as from big brokerages, including Morgan Stanley and Merrill Lynch.