In Search of the Perfect Model: The Distinctive Business Strategies of Leading Financial Planners: 58 (Bloomberg) - Hardcover

Rowland, Mary

Hardcover

ISBN 10: 1576601250 ISBN 13: 9781576601259

Publisher: Bloomberg Press, 2003

Synopsis

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.

About this title

Product Description

233 pages. Book and Jacket appear to have hardly been read and are both in Fine condition throughout. This Introduces You To Some Of The Most Creative Minds In The Industry And Explores How Each One Turned A Fledgling Practice Into A Business That Offers The Very Best Service To A Targeted Group Of Clients.

Book Description

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.

Edition details

• Publisher: Bloomberg Press
• Publication date: 2003
• Language: English
• ISBN 10: 1576601250
• ISBN 13: 9781576601259
• Binding: Hardcover
• Edition number: 1
• Number of pages: 273