Practice Made Perfect
The Discipline of Business Management for Financial Advisers
Summary:
The book provides financial advisers with comprehensive guidance on business management, covering topics such as strategic planning, human resources, and operations. It offers practical advice and tools to help advisers build more efficient, profitable, and client-centered practices.
Key points:
1. Strategic Focus: Financial advisers need clear goals, knowledge of their market, and a unique offer to stand out and meet client needs.
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