The Enduring Advisory Firm
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The Enduring Advisory Firm
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Author : Mark C. Tibergien
language : en
Publisher: John Wiley & Sons
Release Date : 2016-11-30
The Enduring Advisory Firm written by Mark C. Tibergien and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-11-30 with Business & Economics categories.
A guide for financial advisors who are ready to embrace new opportunities The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. In this book, Mark Tibergien—routinely named one of the most influential people in the financial services world—and Kim Dellarocca make a compelling case for taking a closer look at technology and other big-deal industry trends in order to move the business of financial advice into the next stage of its evolution. Combining a facts-based approach with case studies and examples from the field, The Enduring Advisory Firm will ignite your imagination by demonstrating practical strategies for attracting clients and streamlining operations. Today's smart practice managers are focusing on emerging topics like the needs and expectations of the Millennial generation, mobile and interactive technologies, and growth planning. Responding thoughtfully to these trends, with the help of this book, could propel your financial advising business toward a more successful future. In-depth discussion of trends and forces that you can harness to reshape your financial advisement business Case studies and examples showing how to navigate the most difficult business decisions Innovative ideas for process improvement, more fruitful client interactions, and sustainable growth Tips and insight for attracting Millennial clients and talent by leveraging new technologies The Enduring Advisory Firm will inspire financial advisors, managers, and executives to branch out in ways that will lead to measurable growth. With a newfound focus on the evolution of your business, you might be surprised at where change takes you. In addition to providing RIAs with guidelines to help them succeed, all of the proceeds from this book will support the CFP Board Center for Financial Planning, a national initiative to create a more diverse and financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. Learn more at www.CenterforFinancialPlanning.org.
The Enduring Advisory Firm
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Author : Mark C. Tibergien
language : en
Publisher:
Release Date : 2016
The Enduring Advisory Firm written by Mark C. Tibergien and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016 with BUSINESS & ECONOMICS categories.
A guide for financial advisors who are ready to embrace new opportunities The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. In this book, Mark Tibergien-routinely named one of the most influential people in the financial services world-and Kim Dellarocca make a compelling case for taking a closer look at technology and other big-deal industry trends in order to move the business of financial advice into the next stage of its evolution. Combining a facts-based approach with case studies and examples from the field, The Enduring Advisory Firm will ignite your imagination by demonstrating practical strategies for attracting clients and streamlining operations. Today's smart practice managers are focusing on emerging topics like the needs and expectations of the Millennial generation, mobile and interactive technologies, and growth planning. Responding thoughtfully to these trends, with the help of this book, could propel your financial advising business toward a more successful future. -In-depth discussion of trends and forces that you can harness to reshape your financial advisement business -Case studies and examples showing how to navigate the most difficult business decisions -Innovative ideas for process improvement, more fruitful client interactions, and sustainable growth -Tips and insight for attracting Millennial clients and talent by leveraging new technologies The Enduring Advisory Firm will inspire financial advisors, managers, and executives to branch out in ways that will lead to measurable growth. With a newfound focus on the evolution of your business, you might be surprised at where change takes you.
Practice Made More Perfect
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Author : Mark C. Tibergien
language : en
Publisher: John Wiley & Sons
Release Date : 2011-08-09
Practice Made More Perfect written by Mark C. Tibergien and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-08-09 with Business & Economics categories.
A revised and expanded look at how to thrive and prosper in the financial advisory business A new and revised edition of the eye-opening, no-nonsense handbook on managing and growing a financial-advisory business, Practice Made (More) Perfect is packed with industry insight and practical ideas that every leader and manager within a financial advisory practice needs to know in order to get the most out of their business. Regardless of how little time is available or how seriously challenged a firm may be, this book contains the information that can help. The principles of sound management apply to firms of all types, and the tools provided in this book are guaranteed to be applicable under practically any circumstances. Written by industry expert Mark Tibergien, one of the "25 Most Influential" people in the financial services industry A new edition of a bestselling Bloomberg title Includes fresh insight on recent topics, including how advisors responded during the latest meltdown, the implications of the aging advisory profession, the challenges of attracting and keeping both clients and staff, the role of organizational design in a growing business, recent changes in compensation planning and implementation, and key information on leadership and management in today's financial world Many financial advisers run their businesses as if acquiring more clients will solve any and all problems, but without a strategic framework, more clients just lead to more demands and less time to meet them. The truly successful firm will build strategy, structure, and processes that will ultimately translate into increased profits, cash flow, and transferable value.
Aligning Business Strategies And Analytics
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Author : Murugan Anandarajan
language : en
Publisher: Springer
Release Date : 2018-09-27
Aligning Business Strategies And Analytics written by Murugan Anandarajan and has been published by Springer this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-09-27 with Business & Economics categories.
This book examines issues related to the alignment of business strategies and analytics. Vast amounts of data are being generated, collected, stored, processed, analyzed, distributed and used at an ever-increasing rate by organizations. Simultaneously, managers must rapidly and thoroughly understand the factors driving their business. Business Analytics is an interactive process of analyzing and exploring enterprise data to find valuable insights that can be exploited for competitive advantage. However, to gain this advantage, organizations need to create a sophisticated analytical climate within which strategic decisions are made. As a result, there is a growing awareness that alignment among business strategies, business structures, and analytics are critical to effectively develop and deploy techniques to enhance an organization’s decision-making capability. In the past, the relevance and usefulness of academic research in the area of alignment is often questioned by practitioners, but this book seeks to bridge this gap. Aligning Business Strategies and Analytics: Bridging Between Theory and Practice is comprised of twelve chapters, divided into three sections. The book begins by introducing business analytics and the current gap between academic training and the needs within the business community. Chapters 2 - 5 examines how the use of cognitive computing improves financial advice, how technology is accelerating the growth of the financial advising industry, explores the application of advanced analytics to various facets of the industry and provides the context for analytics in practice. Chapters 6 - 9 offers real-world examples of how project management professionals tackle big-data challenges, explores the application of agile methodologies, discusses the operational benefits that can be gained by implementing real-time, and a case study on human capital analytics. Chapters 10 - 11 reviews the opportunities and potential shortfall and highlights how new media marketing and analytics fostered new insights. Finally the book concludes with a look at how data and analytics are playing a revolutionary role in strategy development in the chemical industry.
The Financial Advisor M A Guidebook
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Author : Greg Friedman
language : en
Publisher: Springer
Release Date : 2018-12-19
The Financial Advisor M A Guidebook written by Greg Friedman and has been published by Springer this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-12-19 with Business & Economics categories.
With M&As in the RIA space increasing, many firms are rapidly changing hands with little to no expert guidance on how to successfully execute a merger or acquisition. In 2017, a record number of M&A deals closed in the advisor space – 168 transactions, or a 22% growth over 2016. Aside from a fifth straight year of record highs in M&A activity, the size of the acquired firms has also increased, with average acquisitions involving wealth managers exceeding $1.01 billion in assets under management. For many advisors, it only takes a handful of missteps during a merger or acquisition to jeopardize their business, but with so much unknown, advisors need a guidebook for success. A significant and often overlooked component to a successful RIA merger or acquisition is the thoughtful integration of technology. This comprehensive guide walks you through the steps of strategy, assessment, implementation, adoption and growth, all while considering how to best inspire and galvanize a firm’s most valuable asset – its people. Combining the real-life experiences of a life-long financial advisor with the expertise of a 15-year operations director and founder of a large RIA ops network, this book takes real M&A experiences of the financial services industry and offers best practices, tools and resources to help advisors make smart decisions about technology integration that elevates the firm’s goals and solidifies its future success.
The Enduring Legacy
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Author : Lance Woodbury
language : en
Publisher:
Release Date : 2012-08
The Enduring Legacy written by Lance Woodbury and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-08 with Business & Economics categories.
Twenty-five essays on the dynamics of family-owned businesses with a focus on the values that leave a lasting legacy.
Asian Brand Strategy Revised And Updated
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Author : M. Roll
language : en
Publisher: Springer
Release Date : 2016-02-11
Asian Brand Strategy Revised And Updated written by M. Roll and has been published by Springer this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-02-11 with Business & Economics categories.
This second edition of the bestselling Asian Brand Strategy takes a look at how Asian brands continue to gain share-of-voice and share-of-market. Featuring a user-friendly strategic model, new research, and case studies, this book provides a framework for understanding Asian branding strategies and Asian brands.
Advisor Mastery
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Author : Advisor Mastery - The 8 Essentials for Excellence
language : en
Publisher: Mindset Publishing
Release Date : 2024-12-28
Advisor Mastery written by Advisor Mastery - The 8 Essentials for Excellence and has been published by Mindset Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2024-12-28 with Business & Economics categories.
In a fast-paced financial landscape marked by constant change and evolving client needs, Advisor Mastery emerges as an essential guide for financial advisors aiming to elevate their practice. Authored by a seasoned industry expert with over 45 years of experience, this book distills decades of insights into a comprehensive framework designed to transform advisory businesses. At the heart of Advisor Mastery are the 8 Essentials for Excellence—core principles that guide advisors through building a thriving, client-centric practice. These essentials encompass everything from defining your 'Why,' 'How,' and 'What' to mastering client acquisition and retention through a structured, repeatable process. Each essential is explored in detail, providing both new and experienced advisors with practical, actionable strategies. This book also serves as an invaluable textbook and resource material for those committed to mastering their craft. Whether used for self-study or as part of professional training, it equips financial advisors with: Foundational Knowledge: Explore the historical evolution of the financial advisory role and how it informs modern practices. A Clear Roadmap: Detailed guidance on client onboarding, ongoing service schedules, and SOPs that create consistency and trust. Growth Strategies: Insights into leveraging professionalism over salesmanship to drive word-of-mouth referrals and sustainable growth. Comprehensive Resources: Addendums and practical tools that support the application of these strategies in real-world settings. Advisor Mastery is more than a book; it’s a blueprint for developing a resilient, client-focused business that stands out in the competitive financial services industry. Perfect for use as a professional guide or a cornerstone of advisory training programs, this work empowers financial advisors to achieve excellence and build lasting legacies.
Create Evergreen Products That Sell Forever How To Make Money While You Sleep
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Author : Simon Schroth
language : en
Publisher: Recorded Books
Release Date : 2025-04-02
Create Evergreen Products That Sell Forever How To Make Money While You Sleep written by Simon Schroth and has been published by Recorded Books this book supported file pdf, txt, epub, kindle and other format this book has been release on 2025-04-02 with Business & Economics categories.
Imagine having products that continue to generate income long after you've created them. Create Evergreen Products That Sell Forever shows you how to design and sell products that continue to bring in revenue without needing constant updates or attention. This book will guide you through creating digital products such as courses, eBooks, and membership sites that can generate passive income year-round. You'll learn how to set up automated sales systems, build long-lasting value, and market your products in a way that keeps customers coming back. With proven strategies for creating evergreen content and scaling your products, Create Evergreen Products That Sell Forever provides you with a roadmap to creating a business model that allows you to make money while you sleep.
The Granularity Of Growth
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Author : Patrick Viguerie
language : en
Publisher: John Wiley & Sons
Release Date : 2011-01-13
The Granularity Of Growth written by Patrick Viguerie and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011-01-13 with Business & Economics categories.
While growth is a top priority for companies of all sizes, it can be extremely difficult to create and maintain—especially in today’s competitive business environment. The Granularity of Growth will put you in a better position to succeed as it reveals why growth is so important, what enables certain companies to grow so spectacularly, and how to ensure that growth comes from multiple sources as you take both a broad and a granular view of your markets.