The efficient practice : Transform and optimize your financial advisory practice for greater profits
As a profession, financial advisors have been very well educated on how to be a financial advisor, but the industry does a poor job of preparing financial advisors to be great business owners. This book presents the Profit-Driven Architecture, a visual way of viewing the operational structure of a financial practice.
2014
An essential guide to tools and techniques for achieving efficiency, productivity, and profitability in financial advisory firms
As a profession, financial advisors have been very well educated on how to be a financial advisor, but the industry does a poor job of preparing financial advisors to be great business owners. This book presents the Profit-Driven Architecture, a visual way of viewing the operational structure of a financial practice.
Given an aging population of financial advisors and increased focus on succession planning, increasing the value of a financial practice is a key deliverable of efficiency and this book showcases the best ways to do so.
David L. Lawrence. The efficient practice : Transform and optimize your financial advisory practice for greater profits. Wiley, 2014
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