The Efficient Practice ebook download

An essential guide to tools and techniques for achieving efficiency productivity and profitability in financial advisory firmsAs 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. The Efficient practicelink login Provides a concrete way of understanding and improving the interrelationship of different parts of the operations of a financial practice firmExplains how to increase the efficiency productivity and profitability of the firm recognizing the interrelationships with one anotherReveals how to increase the capacity and value of the practiceGiven 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 The Efficient Practice Transform and Optimize Your Financial Advisory Practice for Greater Profits