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Power of Practice Management : Best Practices for Building a Better Advisory Business by Natalie Doss, Matt Matrisian and Stephanie Bogan (2013, Hardcover)
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About this product
Product Identifiers
PublisherWiley & Sons, Incorporated, John
ISBN-101118121171
ISBN-139781118121177
eBay Product ID (ePID)113111266
Product Key Features
Book TitlePower of Practice Management : Best Practices for Building a Better Advisory Business
Number of Pages308 Pages
LanguageEnglish
Publication Year2013
TopicConsulting, Small Business, Investments & Securities / General
IllustratorYes
GenreBusiness & Economics
AuthorNatalie Doss, Matt Matrisian, Stephanie Bogan
Book SeriesBloomberg Financial Ser.
FormatHardcover
Dimensions
Item Height1 in
Item Weight19.6 Oz
Item Length9.3 in
Item Width6.4 in
Additional Product Features
Intended AudienceTrade
LCCN2012-001525
Dewey Edition23
TitleLeadingThe
Series Volume Number168
Dewey Decimal001
Table Of ContentForeword 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
SynopsisPraise 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, How do you build a financial advisory business in today's competitive and often-saturated markets? How can you break through the clutter, and develop strong and lasting client relationships? We believe it can be done by harnessing the power of practice management The Power of Practice Management shows you the "how," "why" and "what" of taking your business to the next level, introducing you to best practices and the thinking behind actions of some of the industry's top-quartile firms. Author Matt Matrisian leads you on a journey filled with intriguing ideas and bottom-line lessons that teach you how to work on your business, not just in it. Whether you're the head of a large advisory firm, part of a small practice or just starting out, you will discover a roadmap for turning your good business into a better one. The author also addresses: Making business strategy and planning part of your defined game plan; Transforming your firm's vision and goals to build your business Capitalizing on referral sources and centers of influence Your personal brand as a product of intuitive thinking And much more. The Power of Practice Management teaches you how to channel the strength of your business and connect it to your clients' experiences. The results unlock the secrets to driving customer loyalty, referral revenue, and business prosperity. In the process, you'll also enhance your personal brand - allowing you the opportunity for business prosperity., A top wealth management advisory expert reveals her firm's 4-quadrant discipline for building best practices The Power of Practice Management is not a book about practice management theory; instead it offers advisors a definitive guide to running a successful, satisfying, and sell-able advisory business., How do you build a financial advisory business in today's competitive and often-saturated markets? How can you break through the clutter, and develop strong and lasting client relationships? We believe it can be done by harnessing the power of practice management! The Power of Practice Management shows you the "how," "why" and "what" of taking your business to the next level, introducing you to best practices and the thinking behind actions of some of the industry's top-quartile firms. Author Matt Matrisian leads you on a journey filled with intriguing ideas and bottom-line lessons that teach you how to work on your business, not just in it. Whether you're the head of a large advisory firm, part of a small practice or just starting out, you will discover a roadmap for turning your good business into a better one. The author also addresses: Making business strategy and planning part of your defined game plan; Transforming your firm's vision and goals to build your business Capitalizing on referral sources and centers of influence Your personal brand as a product of intuitive thinking And much more. The Power of Practice Management teaches you how to channel the strength of your business and connect it to your clients' experiences. The results unlock the secrets to driving customer loyalty, referral revenue, and business prosperity. In the process, you'll also enhance your personal brand - allowing you the opportunity for business prosperity.
LC Classification NumberHD69.C6B5748 2012
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