The Power of Practice Management: Best Practices for Building a Better Advisory Business. + Website (Bloomberg Financial) - Hardcover

Über die Autorin bzw. den Autor

Matt Matrisian brings nearly twenty years of financial services industry experience and knowledge to this book. Joining Genworth Financial Wealth Management, Inc., in 2010 as the Director of Practice Management, he has worked to enhance the practice management programs offered, including development of a successful business transition services program and a robust advisor coaching program. Matt holds a BA in finance from the University of South Florida and an MBA from the University of Florida.

This publication represents a compendium of experience and a history of practice management expertise by Genworth Financial Wealth Management, Inc., AssetMark, and Quantuvis. It symbolizes our long-standing commitment to independent advisors, helping hundreds of practitioners build great businesses for nearly twenty years.

Von der hinteren Coverseite

Praise for The Power of Practice Management

"The Power of Practice Management is a solid addition to the libraries of advisors who are interested in being better managers and in building a business to last. This is an important skill set for independent practitioners to develop and this is a great guide to use along the way.
—Mark Tibergien, CEO, Pershing Advisor Solutions LLC, a BNY Mellon Company

"I firmly believe that financial advisors can create great practices by focusing on the right clients and serving them well. I know this from my days as an independent advisor, and in my continuing dedication to helping advisors build great businesses. The Power of Practice Management provides insights and strategies for doing that, and a roadmap for developing an efficient wealth management business. It's a must-read if you want to take your firm—and yourself—to the next level."
— Ron Cordes, Founder, AssetMark Investment Services, Inc.; Co-Chairman, Genworth Financial Wealth Management, Inc. and Founder, Impact Assets

"The passion of the author jumps off the pages of The Power of Practice Management. And while that passion ensures the book is a compelling read, it is the practical ideas and tactics that make it a must-read for every financial advisor. This book will help you transform your business."
—Julie Littlechild, President, Advisor Impact

Aus dem Klappentext

How do you build a financial advisory business in today's competitive and often saturated markets? How can you break through the clutter, and develop strong and lasting client relationships? We believe it can be done by harnessing the power of practice management!

The Power of Practice Management shows you the "how," "why" and "what" of taking your business to the next level, introducing you to the best practices and thinking behind the actions of some of the industry's top-quartile firms.

Author Matt Matrisian, Genworth Financial Wealth Management, Inc.'s Director of Practice Management, draws on his own deep experience with financial advisors as well as the legacy expertise of AssetMark Investment Services, Inc. and Quantuvis Consulting. He leads you on a journey filled with intriguing ideas and bottom-line lessons that teach you how to work on your business, not just in it.

Whether you're the head of a large advisory firm, part of a small practice or just starting out, you will discover a road map for turning your good business into a better one while addressing key business tactics:

• Making business strategy and planning part of your defined game plan
• Transforming your firm's vision and goals to build your business
• 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 channel the strength of your business and connect it to your clients' experiences. The results unlock the secrets to driving customer loyalty, referral revenue, and business prosperity. In the process, you'll also enhance your personal brand—allowing you the opportunity for business prosperity.