How to Build Your Financial Advisory Business and Sell It at a Profit

How to Build Your Financial Advisory Business and Sell It at a Profit
Author :
Publisher : McGraw Hill Professional
Total Pages : 353
Release :
ISBN-10 : 9780071621588
ISBN-13 : 007162158X
Rating : 4/5 (88 Downloads)

Book Synopsis How to Build Your Financial Advisory Business and Sell It at a Profit by : Al Depman

Download or read book How to Build Your Financial Advisory Business and Sell It at a Profit written by Al Depman and published by McGraw Hill Professional. This book was released on 2009-10-21 with total page 353 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.


How to Build Your Financial Advisory Business and Sell It at a Profit Related Books

How to Build Your Financial Advisory Business and Sell It at a Profit
Language: en
Pages: 353
Authors: Al Depman
Categories: Business & Economics
Type: BOOK - Published: 2009-10-21 - Publisher: McGraw Hill Professional

DOWNLOAD EBOOK

Too many financial advisors simply close shop when they decide to exitthe business—squandering untold goodwill and legacy business. Why waste a great opportun
The White Coat Investor
Language: en
Pages: 160
Authors: James M. Dahle
Categories: Business & Economics
Type: BOOK - Published: 2014-01 - Publisher: White Coat Investor LLC the

DOWNLOAD EBOOK

Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical stu
Profit First
Language: en
Pages: 225
Authors: Mike Michalowicz
Categories: Business & Economics
Type: BOOK - Published: 2017-02-21 - Publisher: Penguin

DOWNLOAD EBOOK

Author of cult classics The Pumpkin Plan and The Toilet Paper Entrepreneur offers a simple, counterintuitive cash management solution that will help small busin
Buying, Selling, and Valuing Financial Practices, + Website
Language: en
Pages: 325
Authors: David Grau, Sr.
Categories: Business & Economics
Type: BOOK - Published: 2016-08-22 - Publisher: John Wiley & Sons

DOWNLOAD EBOOK

The Authoritative M&A Guide for Financial Advisors Buying, Selling, & Valuing Financial Practices shows you how to complete a sale or acquisition of a financial
The Seven Figure Agency Roadmap
Language: en
Pages: 252
Authors: Josh Nelson
Categories: Business & Economics
Type: BOOK - Published: 2019-10-29 - Publisher: Josh Nelson

DOWNLOAD EBOOK

The Seven Figure Agency Roadmap is the must-have resource for digital marketing agency owners. Increase your income, work when and how you want, get your client