smart advisers put serving clients first, but not at the cost of survival. it's a challenging process but one that can be eased enormously by the insight and experience in in search of the perfect model.
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financial advisers are continually raising the bar. there seems no limit to how far beyond good enough they're willing to go. but can planners maintain such high standards and still manage to grow a business? smart advisers put serving clients first, but not at the cost of survival. no surprise, then, that those on the cutting edge are looking beyond comprehensive client service; they're figuring out how to develop a practice model that attracts the kind of clients they want most and allows their business to grow. this requires an objective look at who you are and what you do best. it's a challenging process but one that can be eased enormously by the insight and experience of those who've completed it. so if you're looking for a way to grow your practice and to meet the higher expectations that clients now have, these models can motivate and even inspire. from national and regional firms to sole practitioners and niche players, you'll see how planners like harold evensky, sheryl garrett, and charlie haines started out from a place much like the one you're in now and arrived at another uniquely their own. let them show you how to get there from here.
Book by Rowland Mary
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Anbieter: Ergodebooks, Houston, TX, USA
Hardcover. Zustand: Good. 1. Cutting-edge financial advisers go far beyond giving comprehensive client service. They are the profession's theorists and practical pioneers, developing new practice models that attract the kind of clients they want most and that help their business to grow. "In Search of the Perfect Modelprofiles some of the most creative minds in the planning field and explains how they turned their practices into distinctive businesses--offering instructive lessons to their peers. Beginning with an overview of how the profession has evolved in recent years, Mary Rowland analyzes how planners define and structure their enterprises--from big firms to sole proprietors, from national to regional operations, from generalists to niche players, and from those collecting annual retainers or hourly fees to those who charge by assets under management. Rowland concludes with a special focus on important issues related to managing a practice. Financial advisers are perpetually in search of the perfect business model. This fascinating overview will awaken planners to the many unique practice structures available and will help them find one that matches their strengths, personalities, planning philosophies, and lifestyles. Bestandsnummer des Verkäufers SONG1576601250
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Anbieter: Irish Booksellers, Portland, ME, USA
Zustand: Good. SHIPS FROM USA. Used books have different signs of use and do not include supplemental materials such as CDs, Dvds, Access Codes, charts or any other extra material. All used books might have various degrees of writing, highliting and wear and tear and possibly be an ex-library with the usual stickers and stamps. Dust Jackets are not guaranteed and when still present, they will have various degrees of tear and damage. All images are Stock Photos, not of the actual item. book. Bestandsnummer des Verkäufers 22-1576601250-G
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Anbieter: Ergodebooks, Houston, TX, USA
Hardcover. Zustand: New. 1. Cutting-edge financial advisers go far beyond giving comprehensive client service. They are the profession's theorists and practical pioneers, developing new practice models that attract the kind of clients they want most and that help their business to grow. "In Search of the Perfect Modelprofiles some of the most creative minds in the planning field and explains how they turned their practices into distinctive businesses--offering instructive lessons to their peers. Beginning with an overview of how the profession has evolved in recent years, Mary Rowland analyzes how planners define and structure their enterprises--from big firms to sole proprietors, from national to regional operations, from generalists to niche players, and from those collecting annual retainers or hourly fees to those who charge by assets under management. Rowland concludes with a special focus on important issues related to managing a practice. Financial advisers are perpetually in search of the perfect business model. This fascinating overview will awaken planners to the many unique practice structures available and will help them find one that matches their strengths, personalities, planning philosophies, and lifestyles. Bestandsnummer des Verkäufers DADAX1576601250
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