Overview
An essential guide to tools and techniques for achieving efficiency, productivity, and profitability in financial advisory firmsAs 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
Format:
Hardcover
Publication Date:
02/17/2014
ISBN-13:
9781118735039
Pages:
208
Publisher:
Wiley
