Matt Matrisian

The Power of Practice Management (eBook, PDF)

Best Practices for Building a Better Advisory Business

• Format: PDF

Produktbeschreibung

How do you build a financial advisory business in today'scompetitive and often-saturated markets? How can you break throughthe clutter, and develop strong and lasting client relationships?We believe it can be done by harnessing the power of practicemanagement! The Power of Practice Management shows you the"how," "why" and "what" oftaking your business to the next level, introducing you to bestpractices and the thinking behind actions of some of theindustry's top-quartile firms. Author Matt Matrisian leadsyou on a journey filled with intriguing ideas and bottom-linelessons that teach you how to work on your business,not just in it. Whether you're the head of a large advisoryfirm, part of a small practice or just starting out, you willdiscover a roadmap for turning your good business into a betterone. The author also addresses: * Making business strategy and planning part of your defined gameplan; * Transforming your firm's vision and goals to build yourbusiness * Capitalizing on referral sources and centers of influence * Your personal brand as a product of intuitive thinking * And much more. The Power of Practice Management teaches you how to channelthe strength of your business and connect it to your clients'experiences. The results unlock the secrets to driving customerloyalty, referral revenue, and business prosperity. In the process,you'll also enhance your personal brand - allowing youthe opportunity for business prosperity.

---

Dieser Download kann aus rechtlichen Gründen nur mit Rechnungsadresse in A, B, BG, CY, CZ, D, DK, EW, E, FIN, F, GR, HR, H, IRL, I, LT, L, LR, M, NL, PL, P, R, S, SLO, SK ausgeliefert werden.

Produktdetails

• Verlag: John Wiley & Sons
• Seitenzahl: 320
• Erscheinungstermin: 17. Januar 2013
• Englisch
• ISBN-13: 9781118224625
• Artikelnr.: 37757716

Autorenporträt

Matt Matrisian brings nearly twenty years of financialservices industry experience and knowledge to this book. JoiningGenworth Financial Wealth Management, Inc., in 2010 as the Directorof Practice Management, he has worked to enhance the practicemanagement programs offered, including development of a successfulbusiness transition services program and a robust advisor coachingprogram. Matt holds a BA in finance from the University of SouthFlorida and an MBA from the University of Florida. This publication represents a compendium of experience and ahistory of practice management expertise by Genworth FinancialWealth Management, Inc., AssetMark, and Quantuvis. It symbolizesour long-standing commitment to independent advisors, helpinghundreds of practitioners build great businesses for nearly twentyyears.