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

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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
Clasificación:Libro Electrónico
Autor principal: Lawrence, David L.
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Hoboken, New Jersey : John Wiley & Sons, Inc., 2014.
Temas:
Financial planners.
Management > Technological innovations.
Communication in management.
Planificateurs financiers.
Gestion > Innovations.
Communication en gestion.
BUSINESS & ECONOMICS > Finance.
Communication in management
Financial planners
Management > Technological innovations
Acceso en línea:Texto completo
Texto completo
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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