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Cutting-edge financial advisers go far beyond giving comprehensive client service. They are the profession's theorists and practical pioneers, developing new practice models that attract the kind of clients they want most and that help their business to grow. "In Search of the Perfect Modelprofiles some of the most creative minds in the planning field and explains how they turned their practices into distinctive businesses--offering instructive lessons to their peers. Beginning with an overview of how the profession has evolved in recent years, Mary Rowland analyzes how planners define and structure their enterprises--from big firms to sole proprietors, from national to regional operations, from generalists to niche players, and from those collecting annual retainers or hourly fees to those who charge by assets under management. Rowland concludes with a special focus on important issues related to managing a practice. Financial advisers are perpetually in search of the perfect business model. This fascinating overview will awaken planners to the many unique practice structures available and will help them find one that matches their strengths, personalities, planning philosophies, and lifestyles.
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Rowland is a contributing editor to Bloomberg Personal Finance and is one of the most respected authors in the field of personal finance.Review:
"Brilliantly documents how many of today’s top planners have organized their practices. This book will be of great help." -- Don Phillips, Managing Director, Morningstar Inc.
"Somewhere in 'The Perfect Model' is YOUR perfect business model." -- Bob Veres, Publisher, Inside Information, and Author, The Cutting Edge
"The best, brightest, and most successful planners tell you how they make their practice work for their clients and themselves." -- Mitch Anthony, President, Advisor Insights, Inc., and Author, Your Clients for Life and The New Retirementality
"The most important practice management book of the year... should be required reading for every independent financial advisor." -- Joel Bruckenstein, MorningstarAdvisor.com
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