Business Models for Financial Advisors: Develop and Articulate Your Unique Business Model - Softcover

Inhaltsangabe

Business Models for Financial Advisors is appropriate for those learning about the business as well as established advisors looking to articulate and/or analyze their practice. It provides a checklist process and tools to help an advisor articulate, develop and/or modify many components of their business model. It also includes examples from a successful practice and discussions of many choices and discussions relating to:
- Qualities of an advisor's most compatible sustainable clients
- Service models for client communication, investing, financial planning, tax strategies and tax returns
- Resources needed and suppliers
- How a practice charges clients
- Direct and indirect client costs
- Advisor compensation
- Advisor career paths
- Segmentation of clientele
www.christinetimms.com provides further description of books and related templates.

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