02904nam 2200661 450 991046370050332120200520144314.01-118-73511-01-118-73515-31-118-73514-5(CKB)2670000000530822(EBL)1638449(SSID)ssj0001132073(PQKBManifestationID)11976170(PQKBTitleCode)TC0001132073(PQKBWorkID)11146890(PQKB)10446359(MiAaPQ)EBC1638449(DLC) 2014002383(CaSebORM)9781118735039(Au-PeEL)EBL1638449(CaPaEBR)ebr10842281(CaONFJC)MIL578549(OCoLC)868511644(EXLCZ)99267000000053082220140314h20142014 uy 0engur|n|---|||||txtccrThe efficient practice transform and optimize your financial advisory practice for greater profits /David L. Lawrence1st editionHoboken, New Jersey :Wiley,2014.©20141 online resource (201 p.)Wiley finance seriesIncludes index.1-118-73503-X 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.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 praWiley FinanceFinancial plannersManagementTechnological innovationsCommunication in managementElectronic books.Financial planners.ManagementTechnological innovations.Communication in management.332.0240068/4Lawrence David L898388MiAaPQMiAaPQMiAaPQBOOK9910463700503321The efficient practice2007239UNINA