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Succession Planning for Financial Advisors Website by David Grau NEW Hardback
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Multi-buy:- Buy it nowSuccession Planning for Financial Advisors Website by David Grau NEW Hardback
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Item specifics
- Condition
- Title
- Succession Planning For Financial Advisors, + Website
- Weight
- 502
- EAN
- 9781118866474
- ISBN-10
- 1118866479
- Date of Publication
- 20140808
- Place of Publication
- United States
- Book Series
- Wiley Finance
- Genre
- KFF
- Narrative Type
- N/A
- Features
- N/A
- Intended Audience
- N/A
- Ex Libris
- No
- Editor
- N/A
- Edition
- N/A
- Pagination
- 224 Pages
- Dimensions
- 236 X 161 X 21
- ISBN
- 9781118866474
- Publication Name
- Succession Planning for Financial Advisors: Building an Enduring Business + Website
- Publisher
- John Wiley & Sons INC International Concepts
- Subject
- Finance
- Publication Year
- 2014
- Series
- Wiley Finance
- Type
- Textbook
- Format
- Hardcover
- Language
- English
- Item Height
- 231 mm
- Item Weight
- 454 g
- Item Width
- 167 mm
- Number of Pages
- 224 Pages
About this product
Product Information
This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their business and their income streams beyond their own lifetime, while providing a multi-generational service platform that attracts and rewards younger advisors. This makes succession planning one of the most, if not the most, important practice management tools in this industry today. As an independent financial advisor, now is the time to address the question of what will happen to your practice and your clients after you ?exit the building.? In most cases, the answers are right in front of you. Thankfully, Succession Planning for Financial Advisors: Building an Enduring Business has arrived to transform today?s practices into businesses designed to endure and prosper and serve generations of clients. Learn how to create a ?Lifestyle Succession Plan? that can provide a lifetime of income and benefits to the founder even as he/she gradually retires on the job Unlock the power of equity management ? the best planning and building tool an independent advisor owns Learn how to attract and retain the best of the next generation to help you build a great business and to support your succession plans and care for your clients and their families Determine precisely when to start a formal succession plan and related continuity plan so that your business can work for you when you need it most Understand why succession planning and selling your business are completely different strategies, but how they can complement each other when used correctly 95% of independent financial service professionals are one owner practices. To the positive, these practices are among the most valuable professional service models in America. But almost all advisors are assembling their practices using the wrong tools ? tools borrowed from historically successful, but vastly different models including wirehouses, broker-dealers, and even OSJ?s and branch managers. Revenue sharing, commission splitting and other eat-what-you-kill compensation methods dominate the independent sector and virtually ensure that today?s independent practices, if left unchanged, will not survive the end of their founder?s career. It is time to change course and this book provides the map and the details to help you do just that. For independent practice owners and staff members, advisors who want to transition to independence, as well as accountants, attorneys, coaches and others involved in the financial services space, there are invaluable lessons to be learned from Succession Planning for Financial Advisors. Written by the leading succession planning expert in the financial services industry, former securities regulator, M&A specialist, and founder of the nationally recognized consulting and equity management firm, FP Transitions, David Grau Sr., JD, has created an unmatched resource that will have an enduring and resounding impact on an entire industry.
Product Identifiers
Publisher
John Wiley & Sons INC International Concepts
ISBN-13
9781118866474
eBay Product ID (ePID)
212791416
Product Key Features
Number of Pages
224 Pages
Publication Name
Succession Planning for Financial Advisors: Building an Enduring Business + Website
Language
English
Subject
Finance
Publication Year
2014
Type
Textbook
Series
Wiley Finance
Format
Hardcover
Dimensions
Item Height
231 mm
Item Weight
454 g
Item Width
167 mm
Additional Product Features
Country/Region of Manufacture
United States
Item description from the seller
Seller business information
VAT number: GB 160565025
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- b***6 (44)- Feedback left by buyer.Past 6 monthsVerified purchaseExcellent service from Ryefield Books. New book, condition as described. Price good. Good packaging to avoid damage in post. Order dispatched and received promptly. I'd order from them again.
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Seller Feedback (32,987)
- b***6 (44)- Feedback left by buyer.Past 6 monthsVerified purchaseExcellent service from Ryefield Books. New book, condition as described. Price good. Good packaging to avoid damage in post. Order dispatched and received promptly. I'd order from them again.
- n***n (569)- Feedback left by buyer.Past 6 monthsVerified purchaseGreat seller, ticked all the boxes: Great quality item, perfect condition, superquick postage, good Packaging, Item as described, nice appearance, great Value for money!
- -***a (208)- Feedback left by buyer.Past 6 monthsVerified purchaseπππππexcellent seller π πππππππhighly recommend to other buyers π positive experience π parcel arrived safely and well packaged π¦ fnaf book exactly as photographed π and in pristine condition π great value great service π cheers π₯ π π» π