The Financial Advisor M&A Guidebook - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook The Financial Advisor M&A Guidebook write by Greg Friedman. This book was released on 2018-12-19. The Financial Advisor M&A Guidebook available in PDF, EPUB and Kindle. With M&As in the RIA space increasing, many firms are rapidly changing hands with little to no expert guidance on how to successfully execute a merger or acquisition. In 2017, a record number of M&A deals closed in the advisor space – 168 transactions, or a 22% growth over 2016. Aside from a fifth straight year of record highs in M&A activity, the size of the acquired firms has also increased, with average acquisitions involving wealth managers exceeding $1.01 billion in assets under management. For many advisors, it only takes a handful of missteps during a merger or acquisition to jeopardize their business, but with so much unknown, advisors need a guidebook for success. A significant and often overlooked component to a successful RIA merger or acquisition is the thoughtful integration of technology. This comprehensive guide walks you through the steps of strategy, assessment, implementation, adoption and growth, all while considering how to best inspire and galvanize a firm’s most valuable asset – its people. Combining the real-life experiences of a life-long financial advisor with the expertise of a 15-year operations director and founder of a large RIA ops network, this book takes real M&A experiences of the financial services industry and offers best practices, tools and resources to help advisors make smart decisions about technology integration that elevates the firm’s goals and solidifies its future success.
The Financial Advisor's Success Manual
The Financial Advisor's Success Manual - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook The Financial Advisor's Success Manual write by David Leo. This book was released on 2017-12-07. The Financial Advisor's Success Manual available in PDF, EPUB and Kindle. Do you want to become a million-dollar financial advisor, boost client satisfaction, and dramatically expand your business? This book provides all the answers and strategies you need to do just that. Complete with proven techniques, expert insights, and practical tips to maximize your profitability, The Financial Advisor’s Success Manual will show you how to break the cycle of moderate growth by teaching you how to: Develop a differentiation strategy Define and implement your six core client-facing processes Balance the cost of services with the value delivered Enhance client loyalty Perfect your personal marketing and sales approach You didn’t start your financial services firm with a goal of modest gains. So don’t settle for that! By implementing the methodologies and strategies in this manual, you can grow your business beyond your wildest expectations--all while serving your clients better.
Oversold and Underserved
Oversold and Underserved - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Oversold and Underserved write by Marc S. Freedman. This book was released on 2008-01-01. Oversold and Underserved available in PDF, EPUB and Kindle. Oversold and Underserved explores the characteristics of the mass affluent market, highlighting a population who need and want the services financial planners can provide, and who can also be profitable for planners. Then, it offers ideas about how best to serve them, so that they can be the cornerstone of a targeted and thriving practice. From how to most effectively set up your office and staff to how to tap the wisdom your clients can offer, the author offers a formula that can determine whether your clients¿ needs are being met, a practical philosophy about nuts-and-bolts financial planning, and an innovative and energetic approach to marketing that you¿re unlikely to find in other titles.
So You Want to Be a Financial Planner
So You Want to Be a Financial Planner - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook So You Want to Be a Financial Planner write by Nancy Langdon Jones Cfp(r). This book was released on 2015-08-10. So You Want to Be a Financial Planner available in PDF, EPUB and Kindle. Finally, together in one place, a comprehensive step-by-step process for launching your career as a financial planner. Here is everything you need to know - from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations! The 8th edition of So You Want to Be a Financial Planner is chock full of actionable tips to jump-start your career, including dozens of valuable new resources from proven business models and state of the art technology. Over 100 current links point the way to blogs and websites of giants in the industry, putting you on the cutting edge of today's thriving financial planning profession. Follow updated case histories from more than two dozen successful financial planners. You'll see yourself in one of their stories and know the steps to take to start your journey, while circumventing the mistakes they made. Learn which organizations will enhance your career, and which to avoid. Discover how to navigate the regulatory jungle with usable 'how to' guidance, including specific sources to get you educated, registered and up and running a profitable business as soon as possible.
Financial Planning Handbook for Physicians and Advisors
Financial Planning Handbook for Physicians and Advisors - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Financial Planning Handbook for Physicians and Advisors write by David Edward Marcinko. This book was released on 2005. Financial Planning Handbook for Physicians and Advisors available in PDF, EPUB and Kindle. Financial Planning for Physicians and Advisors describes a personal financial planning program to help doctors avoid the perils of harsh economic sacrifice. It outlines how to select a knowledgeable financial advisor and develop a comprehensive personal financial plan, and includes important sections on: insurance and risk management, asset diversification and modern portfolio construction, income tax and retirement planning, and succession and estate planning. When fully implemented with a professional's assistance, this book will help physicians and their financial advisors develop an effective long-term financial plan.
