How to build your financial advisory business and sell it at a profit : creating, running, and cashing out of your practice /
Depman, Al
How to build your financial advisory business and sell it at a profit : creating, running, and cashing out of your practice / Al Depman. - New York : McGraw-Hill, 2009. - xx, 328 p.: 24 cm.
Includes index
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
The definitive guide for financial advisors on how to build a financial advisory practice so when they retire, they are in a position to cash out for top dollar
English
978-0-07-162157-1
Business enterprises--Finance--United States
Financial planners
Sale of business enterprises
332 D44h
How to build your financial advisory business and sell it at a profit : creating, running, and cashing out of your practice / Al Depman. - New York : McGraw-Hill, 2009. - xx, 328 p.: 24 cm.
Includes index
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
The definitive guide for financial advisors on how to build a financial advisory practice so when they retire, they are in a position to cash out for top dollar
English
978-0-07-162157-1
Business enterprises--Finance--United States
Financial planners
Sale of business enterprises
332 D44h