Description
The goal of financial planning practices is to sumultaneously make money for their clients while also creating equity value within the business itself. This book by Don Schreiber, Jr. teaches financial planners how to turn their practices into institutional quality businesses.
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Schreiber (president and CEO of a financial planning and advisory firm in Little Silver, New Jersey) presents a model for building a financial service business. Coverage includes understanding the difference between "owning a job" and owning a business, defining objectives, writing a business plan, documenting corporate history, conducting industry and target market analyses; assessing the competition, creating a marketing plan and sales strategy, establishing operations and management policies and procedures, managing and projecting finances, and institutionalizing processes to create standard operating procedures. Annotation c. Book News, Inc., Portland, OR (booknews.com)
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