The Power of Practice Management (PDF)
Best Practices for Building a Better Advisory Business
(Sprache: Englisch)
How do you build a financial advisory business in today'scompetitive and often-saturated markets? How can you break throughthe clutter, and develop strong and lasting client relationships?We believe it can be done by harnessing the power of...
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How do you build a financial advisory business in today'scompetitive and often-saturated markets? How can you break throughthe clutter, and develop strong and lasting client relationships?We believe it can be done by harnessing the power of practicemanagement!
The Power of Practice Management shows you the"how," "why" and "what" oftaking your business to the next level, introducing you to bestpractices and the thinking behind actions of some of theindustry's top-quartile firms. Author Matt Matrisian leadsyou on a journey filled with intriguing ideas and bottom-linelessons that teach you how to work on your business,not just in it. Whether you're the head of a large advisoryfirm, part of a small practice or just starting out, you willdiscover a roadmap for turning your good business into a betterone.
The author also addresses:
* Making business strategy and planning part of your defined gameplan;
* Transforming your firm's vision and goals to build yourbusiness
* 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 channelthe strength of your business and connect it to your clients'experiences. The results unlock the secrets to driving customerloyalty, referral revenue, and business prosperity. In the process,you'll also enhance your personal brand - allowing youthe opportunity for business prosperity.
The Power of Practice Management shows you the"how," "why" and "what" oftaking your business to the next level, introducing you to bestpractices and the thinking behind actions of some of theindustry's top-quartile firms. Author Matt Matrisian leadsyou on a journey filled with intriguing ideas and bottom-linelessons that teach you how to work on your business,not just in it. Whether you're the head of a large advisoryfirm, part of a small practice or just starting out, you willdiscover a roadmap for turning your good business into a betterone.
The author also addresses:
* Making business strategy and planning part of your defined gameplan;
* Transforming your firm's vision and goals to build yourbusiness
* 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 channelthe strength of your business and connect it to your clients'experiences. The results unlock the secrets to driving customerloyalty, referral revenue, and business prosperity. In the process,you'll also enhance your personal brand - allowing youthe opportunity for business prosperity.
Inhaltsverzeichnis zu „The Power of Practice Management (PDF)“
Preface Acknowledgments Introduction Part 1: Business Strategy and Planning Chapter 1: A Look at the Landscape Chapter 2: A View into Top-Performing Firms Chapter 3: The Emergence of Business-Think Chapter 4: The Four Essential Disciplines Chapter 5: Bringing it all Together Chapter 6: What is Business Strategy and Planning? Chapter 7: Getting the Vision Thing Chapter 8: Building a Business Blueprint Chapter 9: Managing Business Performance Chapter 10: Benchmarking Are You Making Progress? Part 2: Business Development Chapter 11: The Business Development Landscape Chapter 12: Target Clients and Niche Markets Chapter 13: Landing Your Brand Chapter 14: The Elevator Speech Chapter 15: A Marketing Plan Chapter 16: Referrals: An Untapped Opportunity Chapter 17: The Referral Management Process Chapter 18: Unlocking Client Feedback Part 3: Harnessing Human Capital Chapter 19: The Value of Human Capital Chapter 20: Holding Hands Through Hiring Chapter 21: Tapping into Training Chapter 22: Job Descriptions and Performance Reviews Chapter 23: Climbing the Ladder Chapter 24: Creating Compelling Compensation Plans Part 4: Optimizing Operations Chapter 25: Operations Optimization Chapter 26: Client-facing Processes Chapter 27: Client Modeling System Chapter 28: The Client Service Model Chapter 29: The State of the Industry Chapter 30: External Sales Chapter 31: Internal Successions
Autoren-Porträt von Matt Matrisian
Matt Matrisian brings nearly twenty years of financialservices industry experience and knowledge to this book. JoiningGenworth Financial Wealth Management, Inc., in 2010 as the Directorof Practice Management, he has worked to enhance the practicemanagement programs offered, including development of a successfulbusiness transition services program and a robust advisor coachingprogram. Matt holds a BA in finance from the University of SouthFlorida and an MBA from the University of Florida.This publication represents a compendium of experience and ahistory of practice management expertise by Genworth FinancialWealth Management, Inc., AssetMark, and Quantuvis. It symbolizesour long-standing commitment to independent advisors, helpinghundreds of practitioners build great businesses for nearly twentyyears.
Bibliographische Angaben
- Autor: Matt Matrisian
- 2013, 1. Auflage, 320 Seiten, Englisch
- Verlag: John Wiley & Sons
- ISBN-10: 1118224620
- ISBN-13: 9781118224625
- Erscheinungsdatum: 17.01.2013
Abhängig von Bildschirmgröße und eingestellter Schriftgröße kann die Seitenzahl auf Ihrem Lesegerät variieren.
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- Größe: 4.08 MB
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Sprache:
Englisch
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