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The Efficient Practice
Hardcover
Series: Wiley Finance
Publisher Price: $60.00
ISBN13: 9781118735039
Publisher: Wiley
Published: Feb 7 2014
Pages: 208
Weight: 0.84
Height: 0.76 Width: 6.15 Depth: 9.40
Language: English
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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