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Autore: | Lawrence David L |
Titolo: | The efficient practice : transform and optimize your financial advisory practice for greater profits / / David L. Lawrence |
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 |
Opac: | Controlla la disponibilità qui |