Practice made (more) perfect transforming a financial advisory practice into a business
A revised and expanded look at how to thrive and prosper in the financial advisory business A new and revised edition of the eye-opening, no-nonsense handbook on managing and growing a financial-advisory business, Practice Made (More) Perfect is packed with industry insight and practical ideas that...
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| Format: | eBook |
| Language: | Inglés |
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Hoboken, N.J. :
Wiley
c2011.
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| Edition: | 1st edition |
| Series: | Bloomberg financial series.
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| See on Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009627758506719 |
Table of Contents:
- The financial advisory business : what's next?
- Strategic business planning : defining the direction
- Managing workflow : the back office moves forward
- Building leverage and capacity
- The human capital plan : people who need people
- Creating a positive workplace : professional development
- Reading the financials : financial management
- Income, profit, cash flow : what the numbers are saying
- Managing growth : the search for solutions
- Exit, stage left.
