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|Additional Physical Format:||Online version:
Lawrence, David L.
Hoboken : Wiley, 2014
|All Authors / Contributors:||
David L Lawrence
|Description:||xii, 185 pages : illustrations ; 24 cm.|
|Contents:||Management efficiency --
The efficient management philosophy --
Managing resources --
Managing people and communications --
Technology efficiency --
Client relationship management --
Other software issues --
System integration --
Process efficiency --
Building procedures --
Workflow management systems --
Design efficiency --
Office space utilization --
|Series Title:||Wiley finance series.|
|Responsibility:||David L. Lawrence.|
An essential guide to tools and techniques for achieving efficiency, productivity, and profitability in financial advisory firms As a profession, financial advisors have been very well educated on how to be a financial advisor, but the industry does a poor job of preparing financial advisors to be great business owners.
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