000 01976cam a2200277zu 4500
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