HOW TO BUILD YOUR FINANCIAL ADVISORY BUSINESS AND SELL IT AT A PROFIT DEPMAN A. Księgarnia

Too many financial advisors simply close shop when they decide to exitthe businesssquandering untold goodwill and legacy business.

Why waste a great opportunity

By applying the advice of Al Depman, a.k.a. The Practice Doctor, you can transform your financial services practice into a legacy-focused business that will add substantial wealth to your retirement nest egg.

How to Build Your Financial Advisory Business and Sell It at a Profit walks you through the steps of developing, managing, and growing a profitable practice you can sell for enhanced value or bequeath to family members.

Depman guides you through the process of forming a sound plan for your financial services business, including how to:

Create a team of advocates in marketing and administration
Build a sophisticated referral process
Develop sales and casedevelopment systems
Write a best-practices operations manual
Maximize new technology to streamline operations
Put a succession plan in place

Building a long-term business model is not just good for your future. It will also make you happier and more profitable today. Youll be able to spend more time with clients. Youllput more energy into finding new ones. Youll focus more on referral sources. And someone else will do the grunt work.

Use How to Build Your Financial Advisory Business and Sell It at a Profit to build your business into more than a simple means to a paycheckand reap the rewards of your hard work long after you choose to leave the firm.

Al Depman , CLU, ChFC, CMFC, BH, is the owner of Practice Management Consulting. He is best known for his Practice Management Assessment Tool and his articles that appear on Practicetools.net and MitchAnthony.com, where he is the resident business-practice consultant. Depman serves as the national Practice Management Consultant for Securian (Minnesota Life) and has also worked with advisors from Waddell & Reed, AIG, LPL, State Farm, Prudential, NY Life, Metropolitan, and many independents, as well as from big brokerages, including Morgan Stanley and Merrill Lynch.

Table of Contents

Introduction

Part I: Why Practice Management Matters

Chapter 1: Bottling and Selling Your Genius: How to Increase the Value of Your Practice
Chapter 2: Enhancing Your Practice's Book Value

Part II: The Practice Lifecycle

Chapter 3: The Practice Lifecycle: An Overview
Chapter 4: The Formative Year
Chapter 5: The Developing Years
Chapter 6: The Emerging Years
Chapter 7: The Mature Practice
Chapter 8: The Prime Practice

Part III: The Eight Essential Business Systems

Chapter 9: Ensuring Your Practice is Transferable
Chapter 10: Client Acquisitions
Chapter 11: Client Management
Chapter 12: Sales
Chapter 13: Case Development
Chapter 14: Time Management
Chapter 15: Communication
Chapter 16: Education
Chapter 17: Financial Management

Part IV: The 4 Cornerstones of Change

Chapter 18: Overview
Chapter 19: Personal and Professional Vision
Chapter 20: The 3 Levels of Accountability
Chapter 21: The Business Environment
Chapter 22: Balance and Blending

352 pages, Hardcover

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czy wybrany tytuł polskojęzyczny lub anglojęzyczny jest aktualnie na półce księgarni.