Business Management for Financial Planners: A Guide to Creating a Sustainable Service-Based Financial Planning Business - Couverture souple

Rossini, Lee; Maree, Johann

Couverture souple

ISBN 10 : 0702184608 ISBN 13 : 9780702184604

Editeur : Juta Legal and Academic Publishers, 2010

Synopsis

This book provides practical guidelines to running a service orientated business. This book guides business owners on how to develop a business model that provides a roadmap of how to add ongoing value in the lives of their clients and in turn improve business profitability by acquiring and retaining the right clients. The book has been written in two parts; the first introduces the financial services environment and the standards expected of financial planners by consumers and regulators and the second part discusses how financial planners can create a business model that will survive beyond any client complaint or regulatory intervention.

A propos du livre

À propos de l?auteur

Lee Rossini CFP, soc Sci, LLB, LLM, Diploma in Business Management (Damelin), Diploma in Compliance Management (RAU) was a wills specialist and legal advisor at Old Mutual for five years. She writes material and consults in the field of business management and compliance. She is co-author of The South African Financial Planning Handbook and has also recently co-authored The Fundamentals of Financial Planning, a book designed to assist financial planners to study for their regulatory examinations. She currently serves on the Financial Planning Institute Regional Committee, KwaZulu-Natal. Johann Maree CFP, BA LLB, Diploma in Compliance Management (RAU) has over 18 years' experience in the financial services industry. Since 2007 his focus has been on practice management. He co-founded The Institute of Practice Management, a unique and independent specialist practice management business where theory is put into practice. In 2009, he set up Intelliflow Practice Management Solutions, which is responsible for the development of Desktop 1010 integrated business solutions for financial planners. Johann is a regular contributor to a variety of financial planning industry publications.

Détails de l'édition

• Éditeur: Juta Legal and Academic Publishers
• Date d'édition: 2010
• Langue: anglais
• ISBN 10: 0702184608
• ISBN 13: 9780702184604
• Reliure: Broché
• Nombre de pages: 308
• Coordonnées du fabricant: non disponible
• Personne responsable: non disponible