The Efficient Practice

Transform and Optimize Your Financial Advisory Practice for Greater Profits

Business & Finance, Finance & Investing, Finance
Cover of the book The Efficient Practice by David L. Lawrence, Wiley
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Author: David L. Lawrence ISBN: 9781118735152
Publisher: Wiley Publication: February 20, 2014
Imprint: Wiley Language: English
Author: David L. Lawrence
ISBN: 9781118735152
Publisher: Wiley
Publication: February 20, 2014
Imprint: Wiley
Language: English

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.

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

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.

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.

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