Pay in installments of $17.00 with
,
and
Shipping Estimate
USA
- USA
- CAN
- USA
- CAN
Ships within 48 hours ยท Estimated delivery Jul 18 - Jul 23
Promo Codes Available:
For Your Every Summer RSVP, with Code: SUMMER15
Description
How to Build Your Financial Advisory Business and Sell It at a ProfitToo many financial advisors simply close shop when they decide to exitthe business squandering untold goodwill and legacy business. Why waste a great opportunity? By applying the advice of Al Depman, a. k. a. "The Practice Doctor," you can transform your financial services practice into a legacy focused business that will add substantial wealth to your retirement nest egg. How to Build Your Financial Advisory Business and Sell It at a Profit walks you
Too many financial advisors simply close shop when they decide to exitthe business--squandering untold goodwill and legacy business.
Why waste a great opportunity?
By applying the advice of Al Depman, a.k.a. "The Practice Doctor," you can transform your financial services practice into a legacy-focused business that will add substantial wealth to your retirement nest egg.
How to Build Your Financial Advisory Business and Sell It at a Profit walks you through the steps of developing, managing, and growing a profitable practice you can sell for enhanced value or bequeath to family members.
Depman guides you through the process of forming a sound plan for your financial services business, including how to:
- Create a team of advocates in marketing and administration
- Build a sophisticated referral process
- Develop sales and casedevelopment systems
- Write a best-practices operations manual
- Maximize new technology to streamline operations
- Put a succession plan in place
Building a long-term business model is not just good for your future. It will also make you happier and more profitable today. You'll be able to spend more time with clients. You'llput more energy into finding new ones. You'll focus more on referral sources. And someone else will do the grunt work.
Use How to Build Your Financial Advisory Business and Sell It at a Profit to build your business into more than a simple means to a paycheck--and reap the rewards of your hard work long after you choose to leave the firm.
Binding Type: Hardcover
Publisher: McGraw-Hill Education
Published: 08/01/2009
ISBN: 9780071621571
Pages: 328
Weight: 1.40lbs
Size: 9.25h x 6.25w x 1.25d
Shipping Notes
- Free Standard Shipping on $100+ Orders to the USA.
- Except Preorder products are shipped in 48 hours.
- Delivery to the USA:
- Standard Shipping : 3-10 business days
- If time is of the essence, please consider selecting expedited delivery for faster service.
Exchange/Return Notes
- We offer a 30-day return/exchange service after receiving.
- Final sale items are not eligible for returns or exchanges.
- To process your return/exchange, please contact us at [email protected]
- Please click here for more details>>> Return & Exchange Policy