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portada The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits
Type
Physical Book
Publisher
Topic
Finance, Investments Special Topics
Language
English
Pages
208
Format
Hardcover
Dimensions
23.9 x 15.6 x 1.9 cm
Weight
0.38 kg.
ISBN
111873503X
ISBN13
9781118735039
Categories

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

David L. Lawrence (Author) · Wiley · Hardcover

The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits - Lawrence, David L.

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

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.

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All books in our catalog are Original.
The book is written in English.
The binding of this edition is Hardcover.

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