• All Products
      • Paperback
      • Hardcover
      • eBook
      • Audiobook

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

    By: Al Depman

    QTY
    -+
    $74.99
    RRP: $87.99
    Save $13.00
    ISBN
    9780071621588
    Date Released
    Binding
    eBook
     
     

    Instant Download

    Description
    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.

    You might also like



    Accepted Payments
    QBD Proudly Supports

    Need help? Call us on (07) 3291 7444