The Efficient Practice
ebook ∣ Transform and Optimize Your Financial Advisory Practice for Greater Profits · Wiley Finance
By David L. Lawrence
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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.
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.
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