000 | 01976cam a2200277zu 4500 | ||
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001 | 10050757 | ||
003 | FRCYB10050757 | ||
005 | 20250108084525.0 | ||
006 | m o d | ||
007 | cr un | ||
008 | 250108s2003 fr | o|||||0|0|||eng d | ||
020 | _a9781576601259 | ||
035 | _aFRCYB10050757 | ||
040 |
_aFR-PaCSA _ben _c _erda |
||
100 | 1 | _aRowland, Mary | |
245 | 0 | 1 |
_aIn Search of the Perfect Model _bThe Distinctive Business Strategies of Leading Financial Planners _c['Rowland, Mary'] |
264 | 1 |
_bBloomberg Press _c2003 |
|
300 | _a p. | ||
336 |
_btxt _2rdacontent |
||
337 |
_bc _2rdamdedia |
||
338 |
_bc _2rdacarrier |
||
650 | 0 | _a | |
700 | 0 | _aRowland, Mary | |
856 | 4 | 0 |
_2Cyberlibris _uhttps://international.scholarvox.com/netsen/book/10050757 _qtext/html _a |
520 | _aFinancial advisers are continually raising the bar. There seems no limit to how far beyond good enough they're willing to go. But can planners maintain such high standards and still manage to grow a business? Smart advisers put serving clients first, but not at the cost of survival. No surprise, then, that those on the cutting edge are looking beyond comprehensive client service; they're figuring out how to develop a practice model that attracts the kind of clients they want most and allows their business to grow. This requires an objective look at who they are and what they do best. It's a challenging process but one that can be eased enormously by the insight and experience of those who've completed it. So any adviser looking for a way to grow a practice and meet the higher expectations that clients now have can look to these models, which motivate and even inspire. National and regional firms to sole practitioners and niche players can see how planners like Harold Evensky, Sheryl Garrett, and Charlie Haines started out from a place much like the one they're in now and arrived at another uniquely their own--and how to get there. | ||
999 |
_c80274 _d80274 |