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Efficient Practice + Website - Transform and Optimize Your Financial Advisory Practice for Greater Profits

Name: Efficient Practice + Website - Transform and Optimize Your Financial Advisory Practice for Greater Profits
Brand: John Wiley & Sons Inc
SKU: 02232342
Price: 17923 HUF
Availability: InStock
Author: David L Lawrence
ISBN: 9781118735039

David L Lawrence

Language

English

Book Hardback

Libristo code: 02232342

Publishers John Wiley & Sons Inc, March 2014

An essential guide to tools and techniques for achieving efficiency, productivity, and profitability... Full description

Libristo code: 02232342

120 b

17 923 Ft

In stock at our supplier Shipping in 14-21 days

Up to 30 days for returns

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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.