02871nam 2200649 450 991081812120332120200520144314.01-118-73511-01-118-73515-31-118-73514-5(CKB)2670000000530822(EBL)1638449(SSID)ssj0001132073(PQKBManifestationID)11976170(PQKBTitleCode)TC0001132073(PQKBWorkID)11146890(PQKB)10446359(DLC) 2014002383(Au-PeEL)EBL1638449(CaPaEBR)ebr10842281(CaONFJC)MIL578549(OCoLC)868511644(CaSebORM)9781118735039(MiAaPQ)EBC1638449(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 managementFinancial planners.ManagementTechnological innovations.Communication in management.332.0240068/4Lawrence David L1673112MiAaPQMiAaPQMiAaPQBOOK9910818121203321The efficient practice4036984UNINA02090nas 2200685- 450 99633626720331620230821213017.02309-5806(DE-599)ZDB2119362-9(OCoLC)54800059(CKB)954925382033(CONSER)--2015240466(EXLCZ)9995492538203320040324a19669999 --- bspaurmnu||||||||txtrdacontentcrdamediacrrdacarrierArchivos latinoamericanos de nutriciónCaracas, Venezuela :Sociedad Latinoamericana de Nutrición1 online resourceRefereed/Peer-reviewed0004-0622 ALANARCH LATINOAMER NUTRARCH LATINOAM NUTRARCH LAT NUARCH. LATINOAM. NUTRNutritionLatin AmericaPeriodicalsFood supplyLatin AmericaPeriodicalsNutritionResearchLatin AmericaPeriodicalsNutritionPeriodicalsNutritional Physiological PhenomenaFood SupplyNutrition ScienceebpsLatin AmericaebpsFood supplyfast(OCoLC)fst00931196Nutritionfast(OCoLC)fst01042187NutritionResearchfast(OCoLC)fst01042241Latin AmericaLatin AmericafastPeriodical.Periodicals.fastNutritionFood supplyNutritionResearchNutritionNutritional Physiological Phenomena.Food Supply.Nutrition Science.Latin America.Food supply.Nutrition.NutritionResearch.Sociedad Latinoamericana de Nutrición,JOURNAL996336267203316Archivos latinoamericanos de nutrición2203958UNISA