The efficient practice : transform and optimize your financial advisory practice for greater profits

The efficient practice transform and optimize your financial advisory practice for greater profits

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 g...

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Detalles Bibliográficos
Autor principal: Lawrence, David L. (-)
Formato: Libro electrónico
Idioma:Inglés
Publicado: Hoboken, New Jersey : Wiley 2014.
Edición:1st edition
Colección:Wiley finance series
Wiley Finance
Materias:
Financial planners.
Management > Technological innovations.
Communication in management.
Ver en Biblioteca Universitat Ramon Llull:https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009628656306719
Tabla de Contenidos:
  • 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.

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