[PDF.04kt] The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits (Wiley Finance)

The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits (Wiley Finance)

[PDF.se13] The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits (Wiley Finance)

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 | #2171182 in eBooks |  2014-02-20 |  2014-02-20 | File type: PDF

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||From the Inside Flap||Financial advisors are well educated on how to be a financial advisor. But what about being a successful business owner? In The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits, David L.

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.

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