Home > Business and Economics > Finance and accounting > Finance and the finance industry > The Power of Practice Management: Best Practices for Building a Better Advisory Business(Bloomberg Financial)
32%
The Power of Practice Management: Best Practices for Building a Better Advisory Business(Bloomberg Financial)

The Power of Practice Management: Best Practices for Building a Better Advisory Business(Bloomberg Financial)

          
5
4
3
2
1

Out of Stock


Premium quality
Premium quality
Bookswagon upholds the quality by delivering untarnished books. Quality, services and satisfaction are everything for us!
Easy Return
Easy return
Not satisfied with this product! Keep it in original condition and packaging to avail easy return policy.
Certified product
Certified product
First impression is the last impression! Address the book’s certification page, ISBN, publisher’s name, copyright page and print quality.
Secure Checkout
Secure checkout
Security at its finest! Login, browse, purchase and pay, every step is safe and secured.
Money back guarantee
Money-back guarantee:
It’s all about customers! For any kind of bad experience with the product, get your actual amount back after returning the product.
On time delivery
On-time delivery
At your doorstep on time! Get this book delivered without any delay.
Notify me when this book is in stock
Add to Wishlist

About the Book

How do you build a financial advisory business in today s competitive and often-saturated markets? How can you break through the clutter, and develop strong and lasting client relationships? We believe it can be done by harnessing the power of practice management! The Power of Practice Management shows you the how, why and what of taking your business to the next level, introducing you to best practices and the thinking behind actions of some of the industry s top-quartile firms. Author Matt Matrisian leads you on a journey filled with intriguing ideas and bottom-line lessons that teach you how to work on your business, not just in it. Whether you re the head of a large advisory firm, part of a small practice or just starting out, you will discover a roadmap for turning your good business into a better one. The author also addresses: * Making business strategy and planning part of your defined game plan; * Transforming your firm s vision and goals to build your business * Capitalizing on referral sources and centers of influence * Your personal brand as a product of intuitive thinking * And much more. The Power of Practice Management teaches you how to channel the strength of your business and connect it to your clients experiences. The results unlock the secrets to driving customer loyalty, referral revenue, and business prosperity. In the process, you ll also enhance your personal brand allowing you the opportunity for business prosperity.

Table of Contents:
Foreword ix Introduction xi PART I: BUSINESS STRATEGY AND PLANNING CHAPTER 1 A Look at the Landscape 3 CHAPTER 2 A View into Top-Performing Firms 13 CHAPTER 3 New Thinking for New Results 23 CHAPTER 4 The Four Essential Disciplines 25 CHAPTER 5 Business Strategy and Planning 37 CHAPTER 6 Living the Vision 45 CHAPTER 7 Building a Business Blueprint 53 CHAPTER 8 Managing Business Performance 67 CHAPTER 9 Benchmarking: Are You Making Progress? 77 PART II: BUSINESS DEVELOPMENT CHAPTER 10 The Business Development Landscape 87 CHAPTER 11 Target Clients and Niche Markets 97 CHAPTER 12 Landing Your Brand 105 CHAPTER 13 The Elevator Speech 111 CHAPTER 14 A Marketing Plan 115 CHAPTER 15 Referrals: An Untapped Opportunity 127 CHAPTER 16 The Referral Management Process 139 CHAPTER 17 Unlocking Client Feedback 149 PART III: HARNESSING HUMAN CAPITAL CHAPTER 18 The Value of Human Capital 157 CHAPTER 19 Making the Successful Hire 161 CHAPTER 20 Tapping into Training 171 CHAPTER 21 Job Descriptions and Performance Reviews 177 CHAPTER 22 Climbing the Ladder 187 CHAPTER 23 The Role and Value of Compensation Planning 193 CHAPTER 24 Components of Compensation 201 CHAPTER 25 Creating a Compensation Plan, Step by Step 215 CHAPTER 26 Owner Compensation 223 PART IV: OPTIMIZING OPERATIONS CHAPTER 27 Operations Optimization 233 CHAPTER 28 Client-Facing Processes 245 CHAPTER 29 The Client Model 263 PART V: BUILDING AND REALIZING VALUE CHAPTER 30 Preparing for the Future 279 CHAPTER 31 The State of the Industry 281 CHAPTER 32 External Sales 283 CHAPTER 33 Internal Succession 289 Notes 295 About the Author 297 About Genworth Financial Wealth Management, Inc. 299 Index 301


Best Sellers


Product Details
  • ISBN-13: 9781118121177
  • Publisher: John Wiley & Sons Inc
  • Publisher Imprint: John Wiley & Sons Inc
  • Depth: 32
  • Language: English
  • Returnable: N
  • Spine Width: 26 mm
  • Weight: 558 gr
  • ISBN-10: 1118121171
  • Publisher Date: 04 Feb 2013
  • Binding: Hardback
  • Height: 236 mm
  • No of Pages: 308
  • Series Title: Bloomberg Financial
  • Sub Title: Best Practices for Building a Better Advisory Business
  • Width: 164 mm


Similar Products

How would you rate your experience shopping for books on Bookswagon?

Add Photo
Add Photo

Customer Reviews

REVIEWS           
Click Here To Be The First to Review this Product
The Power of Practice Management: Best Practices for Building a Better Advisory Business(Bloomberg Financial)
John Wiley & Sons Inc -
The Power of Practice Management: Best Practices for Building a Better Advisory Business(Bloomberg Financial)
Writing guidlines
We want to publish your review, so please:
  • keep your review on the product. Review's that defame author's character will be rejected.
  • Keep your review focused on the product.
  • Avoid writing about customer service. contact us instead if you have issue requiring immediate attention.
  • Refrain from mentioning competitors or the specific price you paid for the product.
  • Do not include any personally identifiable information, such as full names.

The Power of Practice Management: Best Practices for Building a Better Advisory Business(Bloomberg Financial)

Required fields are marked with *

Review Title*
Review
    Add Photo Add up to 6 photos
    Would you recommend this product to a friend?
    Tag this Book
    Read more
    Does your review contain spoilers?
    What type of reader best describes you?
    I agree to the terms & conditions
    You may receive emails regarding this submission. Any emails will include the ability to opt-out of future communications.

    CUSTOMER RATINGS AND REVIEWS AND QUESTIONS AND ANSWERS TERMS OF USE

    These Terms of Use govern your conduct associated with the Customer Ratings and Reviews and/or Questions and Answers service offered by Bookswagon (the "CRR Service").


    By submitting any content to Bookswagon, you guarantee that:
    • You are the sole author and owner of the intellectual property rights in the content;
    • All "moral rights" that you may have in such content have been voluntarily waived by you;
    • All content that you post is accurate;
    • You are at least 13 years old;
    • Use of the content you supply does not violate these Terms of Use and will not cause injury to any person or entity.
    You further agree that you may not submit any content:
    • That is known by you to be false, inaccurate or misleading;
    • That infringes any third party's copyright, patent, trademark, trade secret or other proprietary rights or rights of publicity or privacy;
    • That violates any law, statute, ordinance or regulation (including, but not limited to, those governing, consumer protection, unfair competition, anti-discrimination or false advertising);
    • That is, or may reasonably be considered to be, defamatory, libelous, hateful, racially or religiously biased or offensive, unlawfully threatening or unlawfully harassing to any individual, partnership or corporation;
    • For which you were compensated or granted any consideration by any unapproved third party;
    • That includes any information that references other websites, addresses, email addresses, contact information or phone numbers;
    • That contains any computer viruses, worms or other potentially damaging computer programs or files.
    You agree to indemnify and hold Bookswagon (and its officers, directors, agents, subsidiaries, joint ventures, employees and third-party service providers, including but not limited to Bazaarvoice, Inc.), harmless from all claims, demands, and damages (actual and consequential) of every kind and nature, known and unknown including reasonable attorneys' fees, arising out of a breach of your representations and warranties set forth above, or your violation of any law or the rights of a third party.


    For any content that you submit, you grant Bookswagon a perpetual, irrevocable, royalty-free, transferable right and license to use, copy, modify, delete in its entirety, adapt, publish, translate, create derivative works from and/or sell, transfer, and/or distribute such content and/or incorporate such content into any form, medium or technology throughout the world without compensation to you. Additionally,  Bookswagon may transfer or share any personal information that you submit with its third-party service providers, including but not limited to Bazaarvoice, Inc. in accordance with  Privacy Policy


    All content that you submit may be used at Bookswagon's sole discretion. Bookswagon reserves the right to change, condense, withhold publication, remove or delete any content on Bookswagon's website that Bookswagon deems, in its sole discretion, to violate the content guidelines or any other provision of these Terms of Use.  Bookswagon does not guarantee that you will have any recourse through Bookswagon to edit or delete any content you have submitted. Ratings and written comments are generally posted within two to four business days. However, Bookswagon reserves the right to remove or to refuse to post any submission to the extent authorized by law. You acknowledge that you, not Bookswagon, are responsible for the contents of your submission. None of the content that you submit shall be subject to any obligation of confidence on the part of Bookswagon, its agents, subsidiaries, affiliates, partners or third party service providers (including but not limited to Bazaarvoice, Inc.)and their respective directors, officers and employees.

    Accept

    New Arrivals


    Inspired by your browsing history


    Your review has been submitted!

    You've already reviewed this product!
    ASK VIDYA