The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits (Wiley Finance)
Language: English
Published by Wiley, 2014
- Hardcover
- New
Seller: Ria Christie Collections, Uxbridge, United KingdomRia Christie Collections
AbeBooks seller since March 25, 2015
Condition: New
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Add to basketItem description from seller
In English.
Seller Inventory # ria9781118735039_new
- Title
- The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits (Wiley Finance)
- Author
- Lawrence, David L.
- Publisher
- Wiley
- Publication year
- 2014
- Condition
- New
- Binding
- Hardcover
- Language
- English
- ISBN 10
- 111873503X
- ISBN 13
- 9781118735039
- Item weight
- 560 grams
As a profession, financial advisors have been very well educated on how to be a financial advisor, but the industry does a poor job of preparing financial advisors to be great business owners. This book presents the Profit-Driven Architecture, a visual way of viewing the operational structure of a financial practice.
- Provides a concrete way of understanding and improving the interrelationship of different parts of the operations of a financial practice firm
- Explains how to increase the efficiency, productivity, and profitability of the firm, recognizing the interrelationships with one another
- Reveals how to increase the capacity and value of the practice
Given an aging population of financial advisors and increased focus on succession planning, increasing the value of a financial practice is a key deliverable of efficiency and this book showcases the best ways to do so.
"Synopsis" may belong to another edition of this title.
About the Author
David L. Lawrence, AIF®, has over thirty-six years of experience in leadership and management. He is a veteran of the U.S. Navy during the Vietnam War, having spent over 4 years on active duty as a non-commissioned officer, and later as a commissioned officer in the Naval Reserves. His service in two war zones, first in South Vietnam near the end of the Vietnam War, and later in the Middle East, provide a courageous backdrop to his leadership experiences. His compelling story of military leadership during a time of domestic political unrest is truly inspirational.
Following his military career, David used the GI Bill to send himself through 7 years of college. David then spent 18 years with a major financial planning firm as a Senior Financial Advisor, Training Manager and District Manager. He has also worked for two large independent financial planning and asset management companies in senior management positions. His responsibilities have included managing large numbers of employees as well as setting up employee hiring, training, evaluation and compensation systems. His background and experience in integrating technological systems with management needs has given him a unique perspective on the use of technology as a leadership tool.
David has spent the past several years writing and speaking. He founded EfficientPractice.com, a consulting company devoted to growth efficiency solutions for professional businesses and in the financial services industry. His speaking engagements have taken him all across the United States, Canada and the Far East.
"About the title" may belong to another edition of this title.
Ria Christie Collections
Uxbridge, United Kingdom
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