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How to build your financial advisory business and sell it at profit : creating, running, and cashing out of your practice

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Too many financial advisors simply close shop when they decide to exit the business-squandering 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:
1. CREATE A TEAM OF ADVOCATES IN MARKETING AND ADMINISTRATION
2. BUILD A SOPHISTICATED REFERRAL PROCESS
3. DEVELOP SALES AND CASE- DEVELOPMENT SYSTEMS
4. WRITE A BEST-PRACTICES OPERATIONS MANUAL
5. MAXIMIZE NEW TECHNOLOGY TO STREAMLINE OPERATIONS
6. PUT A SUCCESSION PLAN IN PLACE

Buildi

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Ketersediaan

Informasi Detail

Judul Seri

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No. Panggil

650 Dep h

Penerbit

New York : Mc Graw-Hill., 2009

Deskripsi Fisik

xx, 328 hal. : 23 cm.

Bahasa

English

ISBN/ISSN

9780071621571

Klasifikasi

650

Tipe Isi

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Tipe Media

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Tipe Pembawa

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Edisi

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Subjek

Manajemen Bisnis

Info Detail Spesifik

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Pernyataan Tanggungjawab

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Versi lain/terkait

Lampiran Berkas

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