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VIVA BOOKS PRIVATE LIMITED In Search of The Perfect Model by Mary Rowland
Cutting-edge financial advisers go far beyond giving comprehensive client service. They are the professional theorists and practical pioneers developing new practice models that attract the kind of clients they want most and that help their business to grow. In search of the perfect model profiles some of the most creative minds in the planning field and explains how they turned their practices into distinctive businesses-offering instructive lessons to their peers. Beginning with an overview of how the profession has evolved in recent years Mary Rowland analyses how planners define and structure their enterprises-fromm big firms to sole Proprietorship from National to regional operations from generalists to niche players and from those collecting annual retains or hourly Fees to those who charge by assets under management. Rowland concludes with a special focus on important issues related to managing a practice. Financial advisers are perpetually in search of the perfect business model. This fascinating overview will awaken planners to the many unique practice structures available and will help them find one that matches their strengths personalities planning philosophies and lifestyles.
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