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The Efficient Practice Transform and Optimize Your Financial Advisory Practice for Greater Profits 1st Edition by David Lawrence 1118735145 9781118735145

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The Efficient Practice Transform and Optimize Your Financial Advisory Practice for Greater Profits 1st Edition David L. Lawrence Digital Instant Download

Author(s): David L. Lawrence
ISBN(s): 9781118735145, 1118735145
Edition: 1
File Details: PDF, 1.30 MB
Year: 2014
Language: english
SKU: EB-51287824 Category: Tag:

The Efficient Practice Transform and Optimize Your Financial Advisory Practice for Greater Profits 1st Edition by David Lawrence – Ebook PDF Instant Download/Delivery: 1118735145, 9781118735145

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Product details:

ISBN 10: 1118735145 

ISBN 13: 9781118735145

Author: David L. Lawrence

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.

Table of contents:

Part One: Management Efficiency

1.The Efficient Management Philosophy

2.Managing Resources

3.Managing People and Communications

Part Two: Technology Efficiency
4. Client Relationship Management
5. Other Software Issues
6. Systems Integration

Part Three: Process Efficiency
7. Building Procedures
8. Workflow Management Systems

Part Four: Design Efficiency
9. Office Space Utilization
10. Efficient Branding

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Tags: David Lawrence, Efficient, Practice, Transform