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Bloomberg Financial Ser.: The Power of Practice Management : Best Practices for Building a Better Advisory Business by Natalie Doss, Stephanie Bogan and Matt Matrisian (2013, Hardcover)

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Praise for The Power of Practice Management " The Power of Practice Management is a solid addition to the libraries of advisors who are interested in being better managers and in building a business to last. This is an important skill set for independent practitioners to develop and this is a great guide to use along the way. Mark Tibergien , CEO, Pershing Advisor Solutions LLC, a BNY Mellon Company "I firmly believe that financial advisors can create great practices by focusing on the right clients and serving them well. I know this from my days as an independent advisor, and in my continuing dedication to helping advisors build great businesses. The Power of Practice Management provides insights and strategies for doing that, and a roadmap for developing an efficient wealth management business. It's a must-read if you want to take your firm and yourself to the next level." Ron Cordes, Founder, AssetMark Investment Services, Inc.; Co-Chairman, Genworth Financial Wealth Management, Inc. and Founder, Impact Assets "The passion of the author jumps off the pages of The Power of Practice Management . And while that passion ensures the book is a compelling read, it is the practical ideas and tactics that make it a must-read for every financial advisor. This book will help you transform your business." Julie Littlechild, President, Advisor Impact

Product Identifiers

Publisher
Wiley & Sons, Incorporated, John
ISBN-10
1118121171
ISBN-13
9781118121177
eBay Product ID (ePID)
113111266

Product Key Features

Book Title
Power of Practice Management : Best Practices for Building a Better Advisory Business
Author
Natalie Doss, Matt Matrisian, Stephanie Bogan
Format
Hardcover
Language
English
Topic
Consulting, Small Business, Investments & Securities / General
Publication Year
2013
Genre
Business & Economics
Number of Pages
308 Pages

Dimensions

Item Length
9.3in
Item Height
1in
Item Width
6.4in
Item Weight
19.6 Oz

Additional Product Features

Series Volume Number
168
Lc Classification Number
Hd69.C6b5748 2012
Table of Content
Foreword ix Introduction xi PART I: BUSINESS STRATEGY AND PLANNING CHAPTER 1 A Look at the Landscape 3 CHAPTER 2 A View into Top-Performing Firms 13 CHAPTER 3 New Thinking for New Results 23 CHAPTER 4 The Four Essential Disciplines 25 CHAPTER 5 Business Strategy and Planning 37 CHAPTER 6 Living the Vision 45 CHAPTER 7 Building a Business Blueprint 53 CHAPTER 8 Managing Business Performance 67 CHAPTER 9 Benchmarking: Are You Making Progress? 77 PART II: BUSINESS DEVELOPMENT CHAPTER 10 The Business Development Landscape 87 CHAPTER 11 Target Clients and Niche Markets 97 CHAPTER 12 Landing Your Brand 105 CHAPTER 13 The Elevator Speech 111 CHAPTER 14 A Marketing Plan 115 CHAPTER 15 Referrals: An Untapped Opportunity 127 CHAPTER 16 The Referral Management Process 139 CHAPTER 17 Unlocking Client Feedback 149 PART III: HARNESSING HUMAN CAPITAL CHAPTER 18 The Value of Human Capital 157 CHAPTER 19 Making the Successful Hire 161 CHAPTER 20 Tapping into Training 171 CHAPTER 21 Job Descriptions and Performance Reviews 177 CHAPTER 22 Climbing the Ladder 187 CHAPTER 23 The Role and Value of Compensation Planning 193 CHAPTER 24 Components of Compensation 201 CHAPTER 25 Creating a Compensation Plan, Step by Step 215 CHAPTER 26 Owner Compensation 223 PART IV: OPTIMIZING OPERATIONS CHAPTER 27 Operations Optimization 233 CHAPTER 28 Client-Facing Processes 245 CHAPTER 29 The Client Model 263 PART V: BUILDING AND REALIZING VALUE CHAPTER 30 Preparing for the Future 279 CHAPTER 31 The State of the Industry 281 CHAPTER 32 External Sales 283 CHAPTER 33 Internal Succession 289 Notes 295 About the Author 297 About Genworth Financial Wealth Management, Inc. 299 Index 301
Copyright Date
2013
Lccn
2012-001525
Dewey Decimal
001
Intended Audience
Trade
Series
Bloomberg Financial Ser.
Dewey Edition
23
Illustrated
Yes

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Bloomberg Financial Ser.: The Power of Practice Management : Best Practices for Building a Better Advisory Business by Natalie Doss, Stephanie Bogan and Matt Matrisian (2013, Hardcover)

About this product

Product Information

Product Identifiers

Product Key Features

Dimensions

Additional Product Features

Best Selling in Books

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The Empyrean Ser.: Iron Flame by Rebecca Yarros (2023, Hardcover)

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