Items related to The Efficient Practice: Transform and Optimize Your...
The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits - Hardcover
Synopsis
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.
- ...
From the Back Cover
“David Lawrence starts with the truth: many financial advisory business owners know how to create a financial plan but don’t know how to run a business. He then goes on to create what just might be the next bible of business management, telling us how to manage people, technology and workflows. If you’ve hit a profitability ceiling with your practice, this is the book for you.”
...
From the Inside Flap
Financial advisors are well educated on how to be a financial advisor. But what about being a successful business owner? In The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits, David L. Lawrence explores the operational structure of a financial practice using his Profit-Driven Architecture, which offers a proven method for moving financial advisors from one-person operations to successful businesses.
Because of...
"About this title" may belong to another edition of this title.
- PublisherWiley
- Publication date2014
- ISBN 10 111873503X
- ISBN 13 9781118735039
- BindingHardcover
- LanguageEnglish
- Edition number1
- Number of pages208
Search results for The Efficient Practice: Transform and Optimize Your...
Stock Image
The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits
Seller: ThriftBooks-Atlanta, AUSTELL, GA, U.S.A.
Seller rating 5 out of 5 stars
Hardcover. Condition: Very Good. No Jacket. May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less 0.84. Seller Inventory # G111873503XI4N00
Quantity: 1 available
Stock Image
The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits Format: Hardcover
Seller: INDOO, Avenel, NJ, U.S.A.
Seller rating 5 out of 5 stars
Condition: New. Seller Inventory # 9781118735039
Quantity: Over 20 available
Seller Image
Efficient Practice : Transform and Optimize Your Financial Advisory Practice for Greater Profits
Seller: GreatBookPrices, Columbia, MD, U.S.A.
Seller rating 5 out of 5 stars
Condition: New. Seller Inventory # 19608174-n
Quantity: 4 available
Seller Image
Efficient Practice : Transform and Optimize Your Financial Advisory Practice for Greater Profits
Seller: GreatBookPrices, Columbia, MD, U.S.A.
Seller rating 5 out of 5 stars
Condition: As New. Unread book in perfect condition. Seller Inventory # 19608174
Quantity: 4 available
Seller Image
The Efficient Practice (Hardcover)
Published by
John Wiley & Sons Inc, New York, 2014
ISBN 10: 111873503X
ISBN 13: 9781118735039
New
Hardcover
First Edition
Seller: Grand Eagle Retail, Fairfield, OH, U.S.A.
Seller rating 5 out of 5 stars
Hardcover. Condition: new. Hardcover. 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 firmExplains how to increase the efficiency, productivity, and profitability of the firm, recognizing the interrelationships with one anotherReveals 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. 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. Shipping may be from multiple locations in the US or from the UK, depending on stock availability. Seller Inventory # 9781118735039
Quantity: 1 available
Stock Image
The Efficient Practice
Seller: PBShop.store UK, Fairford, GLOS, United Kingdom
Seller rating 4 out of 5 stars
HRD. Condition: New. New Book. Shipped from UK. Established seller since 2000. Seller Inventory # FW-9781118735039
Quantity: 4 available
Stock Image
The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits
Seller: THE SAINT BOOKSTORE, Southport, United Kingdom
Seller rating 5 out of 5 stars
Hardback. Condition: New. New copy - Usually dispatched within 4 working days. 406. Seller Inventory # B9781118735039
Quantity: 4 available
Seller Image
Efficient Practice : Transform and Optimize Your Financial Advisory Practice for Greater Profits
Seller: GreatBookPricesUK, Woodford Green, United Kingdom
Seller rating 5 out of 5 stars
Condition: As New. Unread book in perfect condition. Seller Inventory # 19608174
Quantity: 4 available
Seller Image
Efficient Practice : Transform and Optimize Your Financial Advisory Practice for Greater Profits
Seller: GreatBookPricesUK, Woodford Green, United Kingdom
Seller rating 5 out of 5 stars
Condition: New. Seller Inventory # 19608174-n
Quantity: 4 available
Stock Image
The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits
Published by
John Wiley & Sons Inc, 2014
ISBN 10: 111873503X
ISBN 13: 9781118735039
New
Hardcover
First Edition
Seller: Kennys Bookshop and Art Galleries Ltd., Galway, GY, Ireland
Seller rating 5 out of 5 stars
Condition: New. 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. Series: Wiley Finance. Num Pages: 208 pages, black & white illustrations, black & white tables, figures. BIC Classification: KFF; KJM. Category: (P) Professional & Vocational. Dimension: 235 x 157 x 19. Weight in Grams: 388. . 2014. 1st Edition. Hardcover. . . . . Seller Inventory # V9781118735039
Quantity: 15 available