skip to content
The efficient practice : transform and optimize your financial advisory practice for greater profits Preview this item
ClosePreview this item

The efficient practice : transform and optimize your financial advisory practice for greater profits

Author: David L Lawrence
Publisher: Hoboken, New Jersey : Wiley, [2014]
Series: Wiley finance series.
Edition/Format:   Book : EnglishView all editions and formats
Database:WorldCat
Summary:

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  Read more...

Getting this item's online copy... Getting this item's online copy...

Find a copy in the library

Getting this item's location and availability... Getting this item's location and availability...

WorldCat

Find it in libraries globally
Worldwide libraries own this item

Details

Additional Physical Format: Online version:
Lawrence, David L.
Efficient practice
Hoboken : Wiley, 2014
(DLC) 2014002383
Document Type: Book
All Authors / Contributors: David L Lawrence
ISBN: 9781118735039 111873503X
OCLC Number: 858362031
Notes: Includes index.
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 --
Efficient branding.
Series Title: Wiley finance series.
Responsibility: David L. Lawrence.
Retrieving notes about this item Retrieving notes about this item

Reviews

User-contributed reviews
Retrieving GoodReads reviews...

Tags

Be the first.

Similar Items

Related Subjects:(3)

User lists with this item (2)

Confirm this request

You may have already requested this item. Please select Ok if you would like to proceed with this request anyway.

Close Window

Please sign in to WorldCat 

Don't have an account? You can easily create a free account.