The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits Contributor(s): Lawrence, David L. (Author) |
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ISBN: 111873503X ISBN-13: 9781118735039 Publisher: Wiley OUR PRICE: $54.00 Product Type: Hardcover - Other Formats Published: February 2014 |
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.
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. |