Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits
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 g...
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Somerset
Wiley
2014
|
| Ausgabe: | 1st ed |
| Schriftenreihe: | Wiley Finance
|
| Schlagworte: | |
| Zusammenfassung: | 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 firm Explains how to increase the efficiency, productivity, and profitability of the firm, recognizing the interrelationships with one another Reveals 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 |
| Beschreibung: | Description based on publisher supplied metadata and other sources |
| Beschreibung: | 1 online resource (201 pages) |
| ISBN: | 9781118735145 9781118735039 |
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| dewey-ones | 332 - Financial economics |
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| id | DE-604.BV043607771 |
| illustrated | Not Illustrated |
| indexdate | 2024-07-10T07:30:51Z |
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| isbn | 9781118735145 9781118735039 |
| language | English |
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| spelling | Lawrence, David L. Verfasser aut Efficient Practice Transform and Optimize Your Financial Advisory Practice for Greater Profits 1st ed Somerset Wiley 2014 © 2014 1 online resource (201 pages) txt rdacontent c rdamedia cr rdacarrier Wiley Finance Description based on publisher supplied metadata and other sources 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 firm Explains how to increase the efficiency, productivity, and profitability of the firm, recognizing the interrelationships with one another Reveals 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 Communication in management Financial planners Management -- Technological innovations Erscheint auch als Druck-Ausgabe Lawrence, David L . Efficient Practice : Transform and Optimize Your Financial Advisory Practice for Greater Profits |
| spellingShingle | Lawrence, David L. Efficient Practice Transform and Optimize Your Financial Advisory Practice for Greater Profits Communication in management Financial planners Management -- Technological innovations |
| title | Efficient Practice Transform and Optimize Your Financial Advisory Practice for Greater Profits |
| title_auth | Efficient Practice Transform and Optimize Your Financial Advisory Practice for Greater Profits |
| title_exact_search | Efficient Practice Transform and Optimize Your Financial Advisory Practice for Greater Profits |
| title_full | Efficient Practice Transform and Optimize Your Financial Advisory Practice for Greater Profits |
| title_fullStr | Efficient Practice Transform and Optimize Your Financial Advisory Practice for Greater Profits |
| title_full_unstemmed | Efficient Practice Transform and Optimize Your Financial Advisory Practice for Greater Profits |
| title_short | Efficient Practice |
| title_sort | efficient practice transform and optimize your financial advisory practice for greater profits |
| title_sub | Transform and Optimize Your Financial Advisory Practice for Greater Profits |
| topic | Communication in management Financial planners Management -- Technological innovations |
| topic_facet | Communication in management Financial planners Management -- Technological innovations |
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