Business Models for Financial Advisors: Develop and Articulate Your Unique Business Model - Softcover

Buch 1 von 3: Handbooks for the Professional Financial Advisor

Timms, Christine

 
9781777314583: Business Models for Financial Advisors: Develop and Articulate Your Unique Business Model
Softcover
ISBN 10: 1777314585 ISBN 13: 9781777314583
Verlag: CT Financial Press, 2020

Inhaltsangabe

Business Models for Financial Advisors is appropriate for those learning about the business as well as established advisors looking to articulate and/or analyze their practice. It provides a checklist process and tools to help an advisor articulate, develop and/or modify many components of their business model. It also includes examples from a successful practice and discussions of many choices and discussions relating to:
- Qualities of an advisor's most compatible sustainable clients
- Service models for client communication, investing, financial planning, tax strategies and tax returns
- Resources needed and suppliers
- How a practice charges clients
- Direct and indirect client costs
- Advisor compensation
- Advisor career paths
- Segmentation of clientele
www.christinetimms.com provides further description of books and related templates.

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Über die Autorin bzw. den Autor

Christine Timms retired from a successful 33-year career as an investment advisor with career highs in both assets under management and annual revenue generated. She achieved her firm's top performance level for all of the last 24 years of her career. Her clientele included people from all walks of life and occupations: professionals, small business owners, public service workers, skilled trade workers, retirees, widows, etc. Christine credits much of her success to a constantly evolving business model and a strong team.

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Verlag
CT Financial Press
Erscheinungsdatum
2020
Sprache
Englisch
ISBN 10 
1777314585
ISBN 13 
9781777314583
Einband
Taschenbuch
Anzahl der Seiten
255
Kontakt zum Hersteller
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