Cover Business Models for Financial Advisors

Leseprobe

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Leseprobe

Business Models for Financial Advisors

Name: Business Models for Financial Advisors
Author: Christine Timms

Develop and articulate your unique business model

Christine Timms

EPUB

ca. 9,49 €

Amazon iTunes Thalia.de Weltbild.de Hugendubel Bücher.de ebook.de kobo Osiander Google Books Barnes&Noble bol.com Legimi yourbook.shop Kulturkaufhaus ebooks-center.de
* Affiliatelinks/Werbelinks

CT Financial Press

Sozialwissenschaften, Recht, Wirtschaft / Wirtschaft

Beschreibung

Develop and Articulate Your Unique Business Model

Financial advisors in all stages of their careers can benefit from a well-defined business model... even those about to retire.

An advisor's deeper understanding of their own practice and who it serves best, will lead to sustainable relationships in a win-win business model. This book provides a checklist process to quickly articulate, develop and/or analyze an advisor's unique business/service model. It includes completed checklists based on the final years of Christine's practice as an example. She discusses household capacity of practices and many of the required decisions for various business model components. The handbook also provides an analytical tool and checklists to facilitate the segmentation of clientele. It discusses many choices and decisions relating to the following aspects of an advisors unique business model:

Qualities of an advisor's most compatible sustainable clients

Service models for:

Client communication

Investing

Financial planning

Tax strategies and returns

Resources needed and suppliers

How a practice charges clients

Direct and indirect client costs

Advisor compensation

Advisor career paths

Segmentation of clientele