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

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.
ASIN: 1777314585
VSKU: BVV.1777314585.A
Condition: Acceptable
Author/Artist:Timms, Christine
Binding: Paperback
Note: Any images shown are stock photographs and product may differ from what is shown.
Condition Notes: The item is very worn but is perfectly usable. Signs of wear can include aesthetic issues such as scratches, dents, worn and creased covers, folded page corners and minor liquid stains. All pages and the cover are intact, but the dust cover may be missing. Pages may include moderate to heavy amount of notes and highlighting, but the text is not obscured or unreadable. Page edges may have foxing age related spots and browning . May NOT include discs, access code or other supplemental materials.