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The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits (Wiley Finance) book cover by David L. Lawrence
Hardcover

The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits (Wiley Finance)

by David L. Lawrence

$39.60 / copy at 25+ copies As low as $34.80 at 1,000+Your best volume price

Hardcover · 208 pages Wiley · 2014

Format

Hardcover
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About the book

The Efficient Practice

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.



The book, The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits (Wiley Finance) [Bulk, Wholesale, Quantity] ISBN#9781118735039 in Hardcover by David L. Lawrence may be ordered in bulk quantities. Minimum starts at 25 copies. Availability based on publisher status and quantity being ordered.

Details

Publisher
Wiley
Author
David L. Lawrence
Format
Hardcover
Published
Feb 17, 2014
ISBN-13
9781118735039
Pages
208
Carton quantity
24 copies
Printing
Printed on demand
Buying for a group

The Efficient Practice in bulk: pricing

Volume pricing applies automatically in your cart. No codes, no account needed.

CopiesPrice per copyYou save
25 – 99 $39.60 34% off list
100 – 249 $38.40 36% off list
250 – 499 $37.20 38% off list
500 – 999 $36.00 40% off list
1,000+ $34.80 42% off list
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