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

By:

Depman, Al

Material type: Text

TextPublication details: New York : McGraw-Hill, 2009.Description: xx, 328 p; 24 cmContent type:

Text

Media type:

Unmediated

Carrier type:

Volume

ISBN:

978-0-07-162157-1

Subject(s):

LOC classification:

332 D44h

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

Summary: 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

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Holdings
Item type	Current library	Call number	Status	Barcode
Books	FEU - Cavite Higher Education HED Library	332 D44h (Browse shelf(Opens below))	Available	HED3803

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Previous	332 C32m Money, banking, and financial markets /	332 C81f Finance : applications & theory /	332 D36m The microstructure of financial markets /	332 D44h How to build your financial advisory business and sell it at a profit : creating, running, and cashing out of your practice /	332 J69f Financial economics /	332 N27 Modern financial system : theory and applications /	332 N27 Modern financial systems : theory and application /	Next

Includes index

English

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

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