Tài liệu Practice Made Perfect 6 docx

... documentary for you to study someday when you want to reflect on what you’ve accomplished. 28 PRACTICE MADE PERFECT this, you need to break down the process into its essential components. For example, ... weaknesses exist inside the firm that could undermine our vision and differentiation? 30 PRACTICE MADE PERFECT ! What external opportunities can we capitalize on to achieve o...

Ngày tải lên: 21/01/2014, 23:20

... 121 Merrill Lynch, 66 models affiliation, 66 –70 leveraged, 63 66 multidisciplinary, 62 63 Moeller, Steve, xiv monitoring, strategic plans, 35–37 Morgan Stanley, 66 Moss Adams LLP, 16, 40, 45, 72, ... Investment Adviser Group, 68 financial analysis of balance sheet, 162 – 168 of cash f low statement, 168 – 169 of income statement, 151– 162 process, 150 financial-impact a...

Ngày tải lên: 24/12/2013, 17:15

... Inc. This page is intentionally blank Practice Made Perfect 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 ALSO AVAIL ABLE FROM BLOOMBERG ... Bloomberg Press, press@bloomberg.com, Attention: Director of Special Markets or phone 60 9-279- 460 0. Practice Made Perfect The Discipline of Business Management for Finan...

Ngày tải lên: 21/01/2014, 23:20

... technology more effectively in your practice. The big challenge is in knowing how to frame your technology choices, how to integrate new technology into your practice, and how to evaluate your ... appropriate decisions on planning and implementation. Virtual-Office Tools for a High- Margin Practice (Bloomberg Press, 2002) by David Drucker and Joel Bruckenstein is an excellent referen...

Ngày tải lên: 21/01/2014, 23:20

... areas of practice management and determine where to begin the work of transforming the practice you have into the one you’ve always believed it could be. XVI INTRODUCTION Practice Made Perfect This ... returns 1 THE FINANCIAL ADVISORY BUSINESS The View from Here 1. 2 PRACTICE MADE PERFECT projected for the foreseeable future have made revenue growth— at least organic...

Ngày tải lên: 21/01/2014, 23:20

... which resonates in the New York gay and lesbian community, to the dedication to continu- 8 PRACTICE MADE PERFECT Blunder. In the blunder phase, business prospects are looking up. But this is a ... watchwords are “renewal or decline.” Usually, by the time a firm is in this stage, the 10 PRACTICE MADE PERFECT conditions of shrinking client list, shrinking profitability, and dimi...

Ngày tải lên: 21/01/2014, 23:20

... client-service experi- ence that’s geared specifically to this optimal client. To accomplish 18 PRACTICE MADE PERFECT ing education on issues such as asset protection and transfer, which are especially ... on the nationally recognized Local presence of a brand brand name of our broker-dealer 20 PRACTICE MADE PERFECT Expand our insurance, tax-planning, and Share of wallet trust c...

Ngày tải lên: 21/01/2014, 23:20

... “Some clients wanted to meet less 39 KNOWING YOUR CLIENTS The Value of Surveys 3. 40 PRACTICE MADE PERFECT often than we currently do. Also, some clients wanted more general communication. ... management Referrals Product/service RevenueLoyalty Time Direct costs Costs Revenue CLIENT PROFITABILITY Source: © Advisor Impact 42 PRACTICE MADE PERFECT ing clients. The study found t...

Ngày tải lên: 21/01/2014, 23:20

... Owners 0 100,000 200,000 300,000 400,000 500,000 60 0,000 700,000 800,000 1,000,000 Annual Median Take-Home Income per Owner Solos $384,900 Ensembles $ 762 ,287 Dollars FIGURE 4.3 Annual Median Revenue per Client $2, 269 $1,399 $8,4 56 $6, 938 1 ... firms. We were impressed that the teams within this firm were generating more income per 52 PRACTICE MADE PERFECT adviser and more inc...

Ngày tải lên: 21/01/2014, 23:20

... turned out to be additions in square footage to accommodate the growing 60 PRACTICE MADE PERFECT support staff of many practices and the desire of many advisers to be housed in more impressive ... firms have two common structures: the multidisciplinary model and the leveraged model. 62 PRACTICE MADE PERFECT The Multidisciplinary Model The multidisciplinary model entails an i...

Ngày tải lên: 21/01/2014, 23:20