The Efficient Practice
55,99 €
inkl. gesetzl. MwSt.,
Beschreibung
Produktdetails
Einband
Gebundene Ausgabe
Erscheinungsdatum
07.02.2014
Verlag
WileySeitenzahl
208
Maße (L/B/H)
23,9/15,6/1,9 cm
Gewicht
381 g
Sprache
Englisch
ISBN
978-1-118-73503-9
Financial advisors are well educated on how to be a financial advisor. But what about being a successful business owner? In The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits, David L. Lawrence explores the operational structure of a financial practice using his Profit-Driven Architecture, which offers a proven method for moving financial advisors from one-person operations to successful businesses.
Because of the industry's focus on licensing and certification, financial advisors are often ill-equipped to move their business to the next level and grow beyond current capacity. Questions remain about how to effectively run a growing business, how to leverage technology, and how to address operational challenges that come with expansion. This book bridges the knowledge gap by providing proven advice to propel businesses forward in the marketplace, increasing capacity and improving the overall value of the financial practice.
Lawrence offers a holistic approach to all areas of financial practice operations that is based on nearly three decades of experience in the financial services industry. Having worked as both a financial advisor and as a manager, Lawrence discusses proper management techniques to create systems that greatly expand your net profitability and efficiency as a business. His Profit-Driven Architecture model outlines proper management of people, best practices in communication, processes to optimize efficiency, and smart use of technology. The book covers not only how to properly leverage existing technology to manage client relationships, but also the various types of software on the market that can be used for storage, note-taking, data protection, and communication.
The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits moves you beyond financial advising and planning, and into infrastructure and operations. As your firm begins to grow from a single-person entity into a thriving business operation, the right knowledge is necessary for you to take your growing business to the next level - above the revenue ceiling.
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