LEADER 02871nam 2200649 450 001 9910818121203321 005 20200520144314.0 010 $a1-118-73511-0 010 $a1-118-73515-3 010 $a1-118-73514-5 035 $a(CKB)2670000000530822 035 $a(EBL)1638449 035 $a(SSID)ssj0001132073 035 $a(PQKBManifestationID)11976170 035 $a(PQKBTitleCode)TC0001132073 035 $a(PQKBWorkID)11146890 035 $a(PQKB)10446359 035 $a(DLC) 2014002383 035 $a(Au-PeEL)EBL1638449 035 $a(CaPaEBR)ebr10842281 035 $a(CaONFJC)MIL578549 035 $a(OCoLC)868511644 035 $a(CaSebORM)9781118735039 035 $a(MiAaPQ)EBC1638449 035 $a(EXLCZ)992670000000530822 100 $a20140314h20142014 uy 0 101 0 $aeng 135 $aur|n|---||||| 181 $ctxt 182 $cc 183 $acr 200 14$aThe efficient practice $etransform and optimize your financial advisory practice for greater profits /$fDavid L. Lawrence 205 $a1st edition 210 1$aHoboken, New Jersey :$cWiley,$d2014. 210 4$dİ2014 215 $a1 online resource (201 p.) 225 0$aWiley finance series 300 $aIncludes index. 311 $a1-118-73503-X 327 $aIntroduction -- 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. 330 $aAn essential guide to tools and techniques for achieving efficiency, productivity, and profitability in financial advisory firms As a profession, financial advisors have been very well educated on how to be a financial advisor, but the industry does a poor job of preparing financial advisors to be great business owners. This book presents the Profit-Driven Architecture, a visual way of viewing the operational structure of a financial practice. Provides a concrete way of understanding and improving the interrelationship of different parts of the operations of a financial pra 410 0$aWiley Finance 606 $aFinancial planners 606 $aManagement$xTechnological innovations 606 $aCommunication in management 615 0$aFinancial planners. 615 0$aManagement$xTechnological innovations. 615 0$aCommunication in management. 676 $a332.0240068/4 700 $aLawrence$b David L$01673112 801 0$bMiAaPQ 801 1$bMiAaPQ 801 2$bMiAaPQ 906 $aBOOK 912 $a9910818121203321 996 $aThe efficient practice$94036984 997 $aUNINA