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

Introduction
Part I: Why Practice Management Matters
Chapter 1: Bottling and Selling Your Genius: How to Increase the Value of Your Practice
Chapter 2: Enhancing Your Practice's Book Value

Part II: The Practice Lifecycle
Chapter 3: The Practice Lifecycle: An Overview
Chapter 4: The Formative Year
Chapter 5: The Developing Years
Chapter 6: The Emerging Years
Chapter 7: The Mature Practice
Chapter 8: The Prime Practice

Part III: The Eight Essential Business Systems
Chapter 9: Ensuring Your Practice is Transferable
Chapter 10: Client Acquisitions
Chapter 11: Client Management
Chapter 12: Sales
Chapter 13: Case Development
Chapter 14: Time Management
Chapter 15: Communication
Chapter 16: Education
Chapter 17: Financial Management

Part IV: The 4 Cornerstones of Change
Chapter 18: Overview
Chapter 19: Personal and Professional Vision
Chapter 20: The 3 Levels of Accountability
Chapter 21: The Business Environment
Chapter 22: Balance and Blending

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• Espírito de iniciativa
• Indústria dos serviços financeiros
• Finanças

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