The Efficient Practice : Transform and Optimize Your Financial Advisory Practice for Greater Profits Hardback
by David L. Lawrence
Part of the Wiley Finance series
Hardback
Description
An essential guide to tools and techniques for achieving efficiency, productivity, and profitability in financial advisory firms As a profession, financial advisors have been very well educated on how to be a financial advisor, but the industry does a poor job of preparing financial advisors to be great business owners.
This book presents the Profit-Driven Architecture, a visual way of viewing the operational structure of a financial practice. Provides a concrete way of understanding and improving the interrelationship of different parts of the operations of a financial practice firmExplains how to increase the efficiency, productivity, and profitability of the firm, recognizing the interrelationships with one anotherReveals how to increase the capacity and value of the practice Given an aging population of financial advisors and increased focus on succession planning, increasing the value of a financial practice is a key deliverable of efficiency and this book showcases the best ways to do so.
Information
-
Available to Order - This title is available to order, with delivery expected within 2 weeks
- Format:Hardback
- Pages:208 pages
- Publisher:John Wiley & Sons Inc
- Publication Date:25/03/2014
- Category:
- ISBN:9781118735039
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Information
-
Available to Order - This title is available to order, with delivery expected within 2 weeks
- Format:Hardback
- Pages:208 pages
- Publisher:John Wiley & Sons Inc
- Publication Date:25/03/2014
- Category:
- ISBN:9781118735039