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How to Build Your Financial Advisory Business and Sell It at a Profit - Couverture rigide

DEPMAN

 
9780071621571: How to Build Your Financial Advisory Business and Sell It at a Profit
Couverture rigide
ISBN 10 : 0071621571 ISBN 13 : 9780071621571
Editeur : McGraw Hill, 2009

Synopsis

Too many financial advisors simply closeshop when they decide to exitthe business--squandering untold goodwill andlegacy business.

Why waste a great opportunity?

By applying the advice of Al Depman, a.k.a."The Practice Doctor," you can transform yourfinancial services practice into a legacy-focusedbusiness that will add substantial wealth toyour retirement nest egg.

How to Build YourFinancial Advisory Business and Sell It at a Profitwalks you through the steps of developing, managing, and growing a profitable practiceyou can sell for enhanced value or bequeathto family members.

Depman guides you through the process offorming a sound plan for your financial servicesbusiness, including how to:

  • Create a team of advocates inmarketing and administration
  • Build a sophisticatedreferral process
  • Develop sales and casedevelopmentsystems
  • Write a best-practicesoperations manual
  • Maximize new technology tostreamline operations
  • Put a succession plan in place

Building a long-term business model is notjust good for your future. It will also makeyou happier and more profitable today. You'llbe able to spend more time with clients. You'llput more energy into finding new ones. You'llfocus more on referral sources. And someoneelse will do the grunt work.

Use How to Build Your Financial AdvisoryBusiness and Sell It at a Profit to build yourbusiness into more than a simple means to apaycheck--and reap the rewards of your hardwork long after you choose to leave the firm.

Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.

À propos de l'auteur

Al Depman, CLU, ChFC, CMFC, BH, is the owner of Practice Management Consulting.He is best known for his "PracticeManagement Assessment Tool" and his articlesthat appear on Practicetools.net andMitchAnthony.com, where he is the residentbusiness-practice consultant. Depman servesas the national Practice Management Consultantfor Securian (Minnesota Life) and has alsoworked with advisors from Waddell & Reed, AIG, LPL, State Farm, Prudential, NY Life, Metropolitan, and many independents, as wellas from big brokerages, including MorganStanley and Merrill Lynch.

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.

Éditeur
McGraw Hill
Date d'édition
2009
Langue
anglais
ISBN 10 
0071621571
ISBN 13 
9780071621571
Reliure
Relié
Nombre de pages
353
Coordonnées du fabricant
non disponible
Personne responsable
GPSR Kontakt
gpsr@libri.de

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