Synopsis
The goal of financial planning practices is to sumultaneously make money for their clients while also creating equity value within the business itself. This book by Don Schreiber, Jr. teaches financial planners how to turn their practices into institutional quality businesses.
"synopsis" may belong to another edition of this title.
About the Author
Don Schreiber, Jr., CFP, is president and chief executive officer of Wealth Builders, Inc., a financial planning and advisory firm that he founded in 1984. In 1988, he founded Wealth Builders Equity Corporation, an independent NASD broker, which was sold in 1996 to Investors Financial Group (IFG). In 1992, Schreiber, Jr. founded Wealth Builders Capital Management, an institutional quality, fee-based money management business. For much of his career, he has provided financial and strategy consulting services to owners of small and medium-sized businesses.
"About this title" may belong to another edition of this title.
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Building a World Class Financial Services Business
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Building a World Class Financial Services Business
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Building a World Class Financial Services Business
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Building a World Class Financial Services Business
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Building a World Class Financial Services Business: How to Transform Your Practice into a Company Worth Millions
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Building a World Class Financial Services Business
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Building a World Class Financial Services Business
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Building a World Class Financial Services Business
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