The efficient practice : transform and optimize your financial advisory practice for greater profits / / David L. Lawrence

• Autore: Lawrence David L
• Pubblicazione: Hoboken, New Jersey : , : Wiley, , 2014; ©2014
• Edizione: 1st edition
• Descrizione fisica: 1 online resource (201 p.)
• Disciplina: 332.0240068/4
• Soggetto topico: Financial planners; Management - Technological innovations; Communication in management
• Soggetto genere / forma: Electronic books.
• Note generali: Includes index.
• Nota di contenuto: 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.
• 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
• Titolo autorizzato: The efficient practice
• ISBN: 1-118-73511-0; 1-118-73515-3; 1-118-73514-5
• Formato: Materiale a stampa
• Livello bibliografico: Monografia
• Lingua di pubblicazione: Inglese
• Record Nr.: 9910463700503321
• Lo trovi qui: Univ. Federico II
• Serie: Wiley Finance