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The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits
Contributor(s): Lawrence, David L. (Author)
ISBN: 111873503X     ISBN-13: 9781118735039
Publisher: Wiley
OUR PRICE:   $54.00  
Product Type: Hardcover - Other Formats
Published: February 2014
Qty:
Temporarily out of stock - Will ship within 2 to 5 weeks
Additional Information
BISAC Categories:
- Business & Economics | Finance - General
Dewey: 332.024
LCCN: 2014002383
Series: Wiley Finance
Physical Information: 0.76" H x 6.15" W x 9.4" (0.84 lbs) 208 pages
 
Descriptions, Reviews, Etc.
Publisher 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 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.