The Efficient Practice Transform and Optimize Your Financial Advisory Practice for Greater Profits
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Form:Einzelkauf Download
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Sprache:Englisch
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eBook Format:ePUB
- PDF 38,99 €
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38,99 €
inkl. gesetzl. MwSt.Beschreibung
Produktdetails
Format
ePUB
Kopierschutz
Ja
Family Sharing
Nein
Text-to-Speech
Ja
Erscheinungsdatum
20.02.2014
Verlag
WileySeitenzahl
208 (Printausgabe)
Dateigröße
4386 KB
Auflage
1. Auflage
Sprache
Englisch
EAN
9781118735152
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.
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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