FREE SHIPPING

on all orders of $59 or more

7% OFF your purchase of $75 or more!
Use coupon code TUESDAY in checkout.

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

, by
The Efficient Practice Transform and Optimize Your Financial Advisory Practice for Greater Profits by Lawrence, David L., 9781118735039
Note: Supplemental materials are not guaranteed with Rental or Used book purchases.
  • ISBN: 9781118735039 | 111873503X
  • Cover: Hardcover
  • Copyright: 2/24/2014
  • Buy New Book

    Currently Available, Usually Ships in 24-48 Hours

    $39.51
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.

You might also enjoy...



Please wait while the item is added to your bag...