how to build your financial advisory business and sell it at a profit

Download Book How To Build Your Financial Advisory Business And Sell It At A Profit in PDF format. You can Read Online How To Build Your Financial Advisory Business And Sell It At A Profit here in PDF, EPUB, Mobi or Docx formats.

How To Build Your Financial Advisory Business And Sell It At A Profit

Author : Al Depman
ISBN : 9780071621588
Genre : Business & Economics
File Size : 71. 85 MB
Format : PDF
Download : 883
Read : 864

Get This Book


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.

How To Value Buy Or Sell A Financial Advisory Practice

Author : Mark C. Tibergien
ISBN : 0470884983
Genre : Business & Economics
File Size : 56. 45 MB
Format : PDF, Docs
Download : 318
Read : 1310

Get This Book


Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issue—the value of the firm. Unfortunately, many advisers--whether veteran or novice—simply don't know the worth of their practice or how to influence it. That's why How to Value, Buy, or Sell a Financial-Advisory Practice is such an important book. It takes advisers carefully through the logic and the legwork of coming to a true assessment of one of their most important personal assets—their business. Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that's essential and solutions that work.

Successfully Sell Your Business

Author : Andrew Rogerson
ISBN : 9780983282624
Genre : Business & Economics
File Size : 70. 27 MB
Format : PDF, ePub, Docs
Download : 494
Read : 998

Get This Book


Thinking about selling your business or selling your medical practice? This 150 page comprehensive workbook helps you understand the many complexities and decisions you have to make. Written by a professional business broker with many years of real world business experience, this guide shows you how to sell your business in the shortest possible time for the best possible price. It includes reasons why you need to plan ahead for taxes, how to avoid potential legal, accounting, and other roadblocks, how to value your business and other assets, the different types of professionals available and how to research and properly prepare for selling. Also includes how to search for and qualify potential buyers, address finance concerns, protect you and your business with confidentiality agreements, prepare an executive summary, confidential business review and conduct effective negotiations. Also includes dozens of worksheets, checklists, and charts for you to track during the steps of selling.

Business Analysis With Microsoft Excel

Author : Conrad George Carlberg
ISBN : 0789725525
Genre : Computers
File Size : 64. 81 MB
Format : PDF, ePub, Docs
Download : 348
Read : 955

Get This Book


Provides information on the use of Excel in financial statements and analysis, financial planning and control, investment decisions, and sales and marketing.

Kiplinger S Personal Finance

Author :
ISBN :
Genre :
File Size : 23. 10 MB
Format : PDF, ePub, Mobi
Download : 694
Read : 706

Get This Book


The most trustworthy source of information available today on savings and investments, taxes, money management, home ownership and many other personal finance topics.

Diy Financial Planning

Author : Barbara Smith
ISBN : 9781742168746
Genre : Business & Economics
File Size : 70. 90 MB
Format : PDF, ePub, Docs
Download : 405
Read : 335

Get This Book


Do you manage your finances so that you will have a comfortable lifestyle when you retire? Is your money working as hard for you as it possibly can? If you answered no to either of these questions, then this book is for you. In the 1st edition of this bestseller, Barbara Smith and Ed Koken -- popular authors, certifi ed financial planners and superannuation specialists -- showed you how to create your own comprehensive financial plan and put it into practice. In the 2nd edition, they also show you how to: afford your own home and use it to create wealth from other asset classes use the internet to manage your finances invest in popular products like CFDs and managed investments make the most of government bonuses and grants. Don't spend hundreds of dollars on financial planning when you can do it yourself with Smith and Koken!

Marketing And Selling To Business Owners

Author : Robert McLaughlin
ISBN : 1494886596
Genre : Business & Economics
File Size : 31. 83 MB
Format : PDF, ePub
Download : 834
Read : 1077

Get This Book


Are you a financial advisor either just starting in the business, or an established advisor who wants to re-energize your marketing? Do you want to specialize in serving a very lucrative and profitable niche? This book will help you get started: - learn from the mistakes of countless advisors, and gain access to the tips and tricks of successful advisors; - decide which lucrative market(s) to target; - create a strategy to market and sell to your chosen markets; - market to a particular niche in an efficient manner; - formulate tactics to give you a step-by-step action plan to achieve your goals; - create a business plan and marketing plan to help you hit your revenue goals; - spend more of your time doing the one thing that is crucial to your success as an FA: selling. The book teaches you the most important items that were skipped in your training as a financial advisor: the proper way to set goals, how to relate goals to the actions that will make you a success, how to choose a market, and how to market to the right people.

Wealth

Author : Stuart E. Lucas
ISBN : 9780133132830
Genre : Business & Economics
File Size : 69. 3 MB
Format : PDF, ePub, Docs
Download : 751
Read : 1103

Get This Book


Discover the best ways to build, protect, and sustain family and business wealth across generations! Wealth is the world's most valuable guide to wealth management for individuals, families, business owners, and the "upwardly affluent." In the six years since Stuart Lucas first wrote this book, however, the financial world has changed dramatically. Throughout the financial crisis and beyond, Lucas has led the University of Chicago's Private Wealth Management program, teaching more than 500 members of the world's wealthiest families. Now, he brings together extraordinary insights and constructs informed by this experience. Wealth, Updated and Revised Edition retains its core advice, which has been tested and proven by the worst financial crisis since the Great Depression. However, Lucas has updated his exclusive Strategic Wealth Management Framework to help even more individuals, families, and entrepreneurs aspiring to wealth or seeking to protect it. Lucas highlights key value drivers - family purpose, the economic engine, and leakage management - that mark the difference between family enterprises that succeed for generations and those that fail. He offers updated, sage advice on making financial decisions, evaluating "expert" advice, running a family business office, tax/estate planning, philanthropy, wealth preservation, and more. Since developing a family's human capital is the best antidote to Wall Street excess, this edition adds even more robust and actionable guidance for building a culture of Entrepreneurial Stewardship: one that enables and encourages all family members to flourish, and improves the odds that families can sustain wealth. This book is for all successful business owners and anyone who possesses (or aspires to own) substantial financial assets, whether earned or inherited. It will also be of keen interest to investment advisors, business consultants, business brokers, wealth industry practitioners, lawyers, accountants, tax advisors, and others who counsel the wealthy (and upwardly affluent) about wealth management.

The Business Forecasting Deal

Author : Michael Gilliland
ISBN : 0470769653
Genre : Business & Economics
File Size : 27. 44 MB
Format : PDF
Download : 317
Read : 903

Get This Book


Practical-nontechnical-solutions to the problems of business forecasting Written in a nontechnical style, this book provides practical solutions to common business forecasting problems, showing you how to think about business forecasting in the context of uncertainty, randomness and process performance. Addresses the philosophical foundations of forecasting Raises awareness of fundamental issues usually overlooked in pursuit of the perfect forecast Introduces a new way to think about business forecasting, focusing on process efficiency and the elimination of worst practices Provides practical approaches for the non-statistical problems forecasters face Illustrates Forecast Value Added (FVA) Analysis for identifying waste in the forecasting process Couched in the context of uncertainty, randomness, and process performance, this book offers new, innovative ideas for resolving your business forecasting problems.

Business Management

Author : James L. Burrow
ISBN : 9781133709824
Genre : Business & Economics
File Size : 73. 90 MB
Format : PDF, ePub, Docs
Download : 244
Read : 496

Get This Book


BUSINESS MANAGEMENT 13E, formerly Business Principles and Management, is designed for more advanced high school business courses, going beyond the intro to business class. With the focus shifted to business management, this text approaches business operations from the entrepreneurial and management perspective. Finance, marketing, and human resources are some of the topics explored. This text combines concepts with a strong lesson-based instructional design, weaving in research opportunities, creative methods of assessment, interesting real-world features, mathematical calculations, case studies and academic connections. A new introductory chapter has been added that provides an overview of management, discusses the history of management, and compares management approaches and philosophies. An additional new chapter focuses on data analysis and decision-making, demonstrating the importance of math, statistics, and quantitative decision-making. BUSINESS MANAGEMENT 13E provides business management concepts and principles in a realistic, investigative, and enriching manner. All the functions of business management are covered extensively, including the use of technology and communication as tools of business. Students will enjoy exploring the global dimension of business and possible career opportunities as this text brings the world of business to your class. Important Notice: Media content referenced within the product description or the product text may not be available in the ebook version.

Top Download:

Best Books