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The supernova multiplier : 7 Strategies for financial advisors to grow their practices / by Rob D. Knapp

By: Knapp, Robert D.
Publisher: Hoboken, N.J. : JOHN WILEY & Sons, 2019Description: 224 p. : electronic resource.ISBN: 9781119539773; 1119539773.Subject(s): Financial advisory services | Client relationships | Public practice | Strategy | Accounting firmsOnline resources: Download as an eBook
Contents:
Hitting the wall -- Organize and operate - Raising our productivity by maximizing our efficiency -- Giving more and keeping score -- 90 days 90 prospects -- Using centers of influence to grow your practice -- Niches -- Mastermind groups -- Niche mastermind groups - a radical idea -- Giving to give -- Leveraging debt to your client's advantage -- The art of asking for and getting introductions -- The branch manager's role as a supernova multiplier -- Enthusiastically endorsed resources.
Summary: Presents a strategy to rapidly grow a financial services practice. Examines how to efficiently manage time, improve client satisfaction and structure a practice around high-value activities. Discusses how to develop and implement proactive planning strategies with both your team and clients.
Item type Home library Call number URL Status Notes Date due Item reserves
EBook EBook International
EBL Ebook (Browse shelf) Link to resource eBook Available as an ebook here
Total holds: 0

Hitting the wall -- Organize and operate - Raising our productivity by maximizing our efficiency -- Giving more and keeping score -- 90 days 90 prospects -- Using centers of influence to grow your practice -- Niches -- Mastermind groups -- Niche mastermind groups - a radical idea -- Giving to give -- Leveraging debt to your client's advantage -- The art of asking for and getting introductions -- The branch manager's role as a supernova multiplier -- Enthusiastically endorsed resources.

Presents a strategy to rapidly grow a financial services practice. Examines how to efficiently manage time, improve client satisfaction and structure a practice around high-value activities. Discusses how to develop and implement proactive planning strategies with both your team and clients.

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