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[null,"1.","Record Nr.",null,"UNINA9910818121203321"]
[null,null,"Autore",null,"Lawrence David L"]
[null,null,"Titolo",null,"The efficient practice : transform and optimize your financial advisory practice for greater profits / / David L. Lawrence"]
[null,null,"Pubbl/distr/stampa",null,"Hoboken, New Jersey : , : Wiley, , 2014"]
[{"$nulls":4},"©2014"]
[null,null,"ISBN",null,"1-118-73511-0"]
[{"$nulls":4},"1-118-73515-3"]
[{"$nulls":4},"1-118-73514-5"]
[null,null,"Edizione",null,"[1st edition]"]
[null,null,"Descrizione fisica",null,"1 online resource (201 p.)"]
[null,null,"Collana",null,"Wiley finance series"]
[null,null,"Disciplina",null,"332.0240068/4"]
[null,null,"Soggetti",null,"Financial planners"]
[{"$nulls":4},"Management - Technological innovations"]
[{"$nulls":4},"Communication in management"]
[null,null,"Lingua di pubblicazione",null,"Inglese"]
[null,null,"Formato",null,"Materiale a stampa"]
[null,null,null,"Livello bibliografico","Monografia"]
[null,null,null,"Note generali","Includes index."]
[null,null,"Nota di contenuto",null,"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."]
[null,null,null,"Sommario/riassunto","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 pra"]