How to build your financial advisory business and sell it at a profit
creating, running, and cashing out of your practice
Depman, Al
creator
text
xx
New York
McGraw-Hill
2009
monographic
und
xx, 328 p.:
24 cm.
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
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
Al Depman.
Includes index
English
Business enterprises
United States
Finance
Financial planners
Sale of business enterprises
332 D44h
978-0-07-162157-1
251212
20260803094058.0