In Search of the Perfect Model
The Distinctive Business Strategies of Leading Financial PlannersBook - 2004
Cutting-edge financial advisers go beyond giving comprehensive client service. They are the profession's theorists and practical pioneers, developing new practice models that attract the kind of clients they want most and that help their businesses to grow. field and explains how they turned their practices into distinctive businesses - offering instructive lessons to their peers. It begins with an overview of how the profession has evolved. It analyses how planners define and structure their enterprises - from big firms to sole proprietors, from national to regional operations, from generalists to niche players, and from those collecting annual retainers or hourly fees to those who charge by assets under management. This volume concludes with a special focus on important issues related to managing a practice. This overview should be of use in alerting planners to the many practice structures available and will help them find one that matches their strengths, personalities, planning philosophies and lifestyles.
Publisher: Princeton, NJ : Bloomberg Press, c2004
Edition: 1st ed
Branch Call Number: 332.62 R796i 2004
Characteristics: xxviii, 233 p. ; 25 cm