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How to Build Your Financial Advisory Business and Sell It at a Profit / Edition 1
     

How to Build Your Financial Advisory Business and Sell It at a Profit / Edition 1

by Al Depman
 

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ISBN-10: 0071621571

ISBN-13: 9780071621571

Pub. Date: 07/13/2009

Publisher: McGraw-Hill Professional Publishing

Too many financial advisors simply close shop when they decide to exitthe business—squandering untold goodwill and legacy business.

Why waste a great opportunity?

By applying the advice of Al Depman, a.k.a.
“The Practice Doctor,” you can transform your financial services practice into a legacy-focused business that will add substantial

Overview

Too many financial advisors simply close shop when they decide to exitthe business—squandering untold goodwill and legacy business.

Why waste a great opportunity?

By applying the advice of Al Depman, a.k.a.
“The Practice Doctor,” you can transform your financial services practice into a legacy-focused business that will add substantial wealth to your retirement nest egg.

How to Build Your
Financial Advisory Business and Sell It at a Profit

walks you through the steps of developing,
managing, and growing a profitable practice you can sell for enhanced value or bequeath to family members.

Depman guides you through the process of forming a sound plan for your financial services business, including how to:

  • Create a team of advocates in marketing and administration
  • Build a sophisticated referral process
  • Develop sales and casedevelopment systems
  • Write a best-practices operations manual
  • Maximize new technology to streamline operations
  • Put a succession plan in place

Building a long-term business model is not just good for your future. It will also make you happier and more profitable today. You’ll be able to spend more time with clients. You’llput more energy into finding new ones. You’ll focus more on referral sources. And someone else will do the grunt work.

Use How to Build Your Financial Advisory
Business and Sell It at a Profit
to build your business into more than a simple means to a paycheck—and reap the rewards of your hard work long after you choose to leave the firm.

Product Details

ISBN-13:
9780071621571
Publisher:
McGraw-Hill Professional Publishing
Publication date:
07/13/2009
Pages:
352
Product dimensions:
6.20(w) x 9.10(h) x 1.30(d)

Table of Contents

Introduction

Part I: Why Practice Management Matters

Chapter 1: Bottling and Selling Your Genius: How to Increase the Value of Your Practice

Chapter 2: Enhancing Your Practice's Book Value

Part II: The Practice Lifecycle

Chapter 3: The Practice Lifecycle: An Overview

Chapter 4: The Formative Year

Chapter 5: The Developing Years

Chapter 6: The Emerging Years

Chapter 7: The Mature Practice

Chapter 8: The Prime Practice

Part III: The Eight Essential Business Systems

Chapter 9: Ensuring Your Practice is Transferable

Chapter 10: Client Acquisitions

Chapter 11: Client Management

Chapter 12: Sales

Chapter 13: Case Development

Chapter 14: Time Management

Chapter 15: Communication

Chapter 16: Education

Chapter 17: Financial Management

Part IV: The 4 Cornerstones of Change

Chapter 18: Overview

Chapter 19: Personal and Professional Vision

Chapter 20: The 3 Levels of Accountability

Chapter 21: The Business Environment

Chapter 22: Balance and Blending

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