ENGLISH

The Efficient Practice : Transform and Optimize Your Financial Advisory Practice for Greater Profits

By David L. Lawrence

Book information

Publisher
Incorporated, John Wiley & Sons
Year
2014
ISBN
9781118735145, 9781118735039
LCC
HG179.5 -- .L397 2014eb
Language
english
Format
PDF
Filesize
1 MB (1358700 bytes)
Series
Wiley Finance Ser.
Edition
1
Pages
201\201
Time added
2023-08-06 06:00:57
Financial planners. ; Management -- Technological

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.

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