How to Build Your Financial Advisory Business and Sell It at a Profit
Language: English
Published by McGraw Hill, 2009
- Hardcover
- New
Seller: The Book Spot, North Branch, MN, U.S.A.The Book Spot
AbeBooks seller since February 5, 2013
Condition: New
£ 108.20
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Add to basketSeller Inventory # Abebooks78628
- Title
- How to Build Your Financial Advisory Business and Sell It at a Profit
- Author
- Depman, Al
- Publisher
- McGraw Hill
- Publication year
- 2009
- Condition
- New
- Binding
- Hardcover
- Language
- English
- ISBN 10
- 0071621571
- ISBN 13
- 9780071621571
Too many financial advisors simply closeshop when they decide to exitthe business―squandering untold goodwill andlegacy business.
Why waste a great opportunity?
By applying the advice of Al Depman, a.k.a.“The Practice Doctor,” you can transform yourfinancial services practice into a legacy-focusedbusiness that will add substantial wealth toyour retirement nest egg.
How to Build YourFinancial Advisory Business and Sell It at a Profitwalks you through the steps of developing,managing, and growing a profitable practiceyou can sell for enhanced value or bequeathto family members.
Depman guides you through the process offorming a sound plan for your financial servicesbusiness, including how to:
- Create a team of advocates inmarketing and administration
- Build a sophisticatedreferral process
- Develop sales and casedevelopmentsystems
- Write a best-practicesoperations manual
- Maximize new technology tostreamline operations
- Put a succession plan in place
Building a long-term business model is notjust good for your future. It will also makeyou happier and more profitable today. You’llbe able to spend more time with clients. You’llput more energy into finding new ones. You’llfocus more on referral sources. And someoneelse will do the grunt work.
Use How to Build Your Financial AdvisoryBusiness and Sell It at a Profit to build yourbusiness into more than a simple means to apaycheck―and reap the rewards of your hardwork long after you choose to leave the firm.
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The Book Spot
North Branch, MN, U.S.A.
AbeBooks seller since February 5, 2013
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The Book Spot
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