The Efficient Practice / Wiley Finance Editions (ePub)
Transform and Optimize Your Financial Advisory Practice for Greater Profits
(Sprache: Englisch)
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...
As a profession, financial advisors have been very well educated on how to be a financial advisor, but the industry does a...
sofort als Download lieferbar
eBook (ePub)
Fr. 38.00
inkl. MwSt.
- Kreditkarte, Paypal, Rechnung
- Kostenloser tolino webreader
Produktdetails
Produktinformationen zu „The Efficient Practice / Wiley Finance Editions (ePub)“
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 practice firm
* Explains how to increase the efficiency, productivity, and profitability of the firm, recognizing the interrelationships with one another
* Reveals how to increase the capacity and value of the practice
Given an aging population of financial advisors and increased focus on succession planning, increasing the value of a financial practice is a key deliverable of efficiency and this book showcases the best ways to do so.
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 practice firm
* Explains how to increase the efficiency, productivity, and profitability of the firm, recognizing the interrelationships with one another
* Reveals how to increase the capacity and value of the practice
Given an aging population of financial advisors and increased focus on succession planning, increasing the value of a financial practice is a key deliverable of efficiency and this book showcases the best ways to do so.
Autoren-Porträt von David L. Lawrence
David L. Lawrence, AIF®, has over thirty-six yearsof experience in leadership and management. He is a veteran of the
U.S. Navy during the Vietnam War, having spent over 4 years on
active duty as a non-commissioned officer, and later as a
commissioned officer in the Naval Reserves. His service in two war
zones, first in South Vietnam near the end of the Vietnam War, and
later in the Middle East, provide a courageous backdrop to his
leadership experiences. His compelling story of military leadership
during a time of domestic political unrest is truly
inspirational.
Following his military career, David used the GI Bill to send
himself through 7 years of college. David then spent 18 years with
a major financial planning firm as a Senior Financial Advisor,
Training Manager and District Manager. He has also worked for two
large independent financial planning and asset management companies
in senior management positions. His responsibilities have included
managing large numbers of employees as well as setting up employee
hiring, training, evaluation and compensation systems. His
background and experience in integrating technological systems with
management needs has given him a unique perspective on the use of
technology as a leadership tool.
David has spent the past several years writing and speaking. He
founded EfficientPractice.com, a consulting company devoted to
growth efficiency -solutions for professional businesses and
in the -financial services industry. His speaking engagements
have taken him all across the United States, Canada and the Far
East.
Bibliographische Angaben
- Autor: David L. Lawrence
- 2014, 1. Auflage, 208 Seiten, Englisch
- Verlag: John Wiley & Sons
- ISBN-10: 1118735153
- ISBN-13: 9781118735152
- Erscheinungsdatum: 20.02.2014
Abhängig von Bildschirmgrösse und eingestellter Schriftgrösse kann die Seitenzahl auf Ihrem Lesegerät variieren.
eBook Informationen
- Dateiformat: ePub
- Grösse: 4.28 MB
- Mit Kopierschutz
Sprache:
Englisch
Kopierschutz
Dieses eBook können Sie uneingeschränkt auf allen Geräten der tolino Familie lesen. Zum Lesen auf sonstigen eReadern und am PC benötigen Sie eine Adobe ID.
Kommentar zu "The Efficient Practice / Wiley Finance Editions"
0 Gebrauchte Artikel zu „The Efficient Practice / Wiley Finance Editions“
Zustand | Preis | Porto | Zahlung | Verkäufer | Rating |
---|
Schreiben Sie einen Kommentar zu "The Efficient Practice / Wiley Finance Editions".
Kommentar verfassen