| Description |
1 online resource (xii, 185 pages) : illustrations |
| Note |
Includes index. |
| Contents |
Introduction -- Management efficiency -- The efficient management philosophy -- Managing resources -- Managing people and communications -- Technology efficiency -- Client relationship management -- Afterword -- Impact on productivity, profitability, time management, and firm capacity -- Impact on business valuation -- First case study -- Second case study -- About the companion website -- About the author -- Index. |
| Summary |
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 firm Explains how to increase the efficiency, productivity, and profitability of the firm, recognizing the interrelationships with one another Reveals 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. |
| Language |
English. |
| Subject |
Financial planners.
|
|
Management -- Technological innovations.
|
|
Communication in management.
|
|
Planificateurs financiers. |
|
Gestion -- Innovations. |
|
Communication en gestion. |
|
Communication in management |
|
Financial planners |
|
Management -- Technological innovations |
| Other Form: |
Print version: Lawrence, David L. Efficient practice. Hoboken : Wiley, 2014 9781118735039 (DLC) 2013042739 (OCoLC)858362031 |
| ISBN |
9781118735152 (epub) |
|
1118735153 (epub) |
|
9781118735145 (pdf) |
|
1118735145 (pdf) |
|
9781306472982 |
|
1306472989 |
|
1118735110 |
|
9781118735114 |
|
(cloth) |
|
(cloth) |
|
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