The efficient practice : transform and optimize your financial advisory practice for greater profits / David L. Lawrence.

Format:

Book

Author/Creator:

Lawrence, David L.

Series:

Wiley Finance

Wiley finance series

Language:

English

Subjects (All):

Financial planners.

Management--Technological innovations.

Management.

Communication in management.

Physical Description:

1 online resource (201 p.)

Edition:

1st edition

Other Title:

Transform and optimize your financial advisory practice for greater profits

Place of Publication:

Hoboken, New Jersey : Wiley, 2014.

Language Note:

English

System Details:

text file

Summary:

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 pra

Contents:

Introduction

Management efficiency

The efficient management philosophy

Managing resources

Managing people and communications

Technology efficiency

Client relationship management

Afterword

Impact on productivity, profitability, time management, and firm capacity

Impact on business valuation

First case study

Second case study

About the companion website

About the author

Index.

Notes:

Includes index.

Description based on print version record.

ISBN:

9781118735114

1118735110

9781118735152

1118735153

9781118735145

1118735145

OCLC:

868511644