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The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits
David L. Lawrence
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Description for The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits
Hardcover. 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. Series: Wiley Finance. Num Pages: 208 pages, black & white illustrations, black & white tables, figures. BIC Classification: KFF; KJM. Category: (P) Professional & Vocational. Dimension: 235 x 157 x 19. Weight in Grams: 388.
An essential guide to tools and techniques for achieving efficiency, productivity, and profitability in financial advisory firms
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, ... Read more
- 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.
Show LessProduct Details
Format
Hardback
Publication date
2014
Publisher
John Wiley & Sons Inc United States
Number of pages
224
Condition
New
Series
Wiley Finance
Number of Pages
208
Place of Publication
New York, United States
ISBN
9781118735039
SKU
V9781118735039
Shipping Time
Usually ships in 15 to 20 working days
Ref
99-15
About David L. Lawrence
David L. Lawrence, AIF®, has over thirty-six years of experience in leadership and management. He is a veteran of the U.S. Navy during the Vietnam War, having spent over 4 years on active duty as a non-commissioned officer, and later as a commissioned officer in the Naval Reserves. His service in two war zones, first in South Vietnam near the end ... Read more
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