The Power of Practice Management by M Matrisian

The Power of Practice Management by M Matrisian

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Summary

A top wealth management advisory expert reveals her firm's 4-quadrant discipline for building best practices The Power of Practice Management is not a book about practice management theory; instead it offers advisors a definitive guide to running a successful, satisfying, and sell-able advisory business.

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The Power of Practice Management by M Matrisian

How do you build a financial advisory business in today s competitive and often-saturated markets? How can you break through the clutter, and develop strong and lasting client relationships? We believe it can be done by harnessing the power of practice management! The Power of Practice Management shows you the how, why and what of taking your business to the next level, introducing you to best practices and the thinking behind actions of some of the industry s top-quartile firms. Author Matt Matrisian leads you on a journey filled with intriguing ideas and bottom-line lessons that teach you how to work on your business, not just in it. Whether you re the head of a large advisory firm, part of a small practice or just starting out, you will discover a roadmap for turning your good business into a better one. The author also addresses: * Making business strategy and planning part of your defined game plan; * Transforming your firm s vision and goals to build your business * Capitalizing on referral sources and centers of influence * Your personal brand as a product of intuitive thinking * And much more. The Power of Practice Management teaches you how to channel the strength of your business and connect it to your clients experiences. The results unlock the secrets to driving customer loyalty, referral revenue, and business prosperity. In the process, you ll also enhance your personal brand allowing you the opportunity for business prosperity.
Matt Matrisian brings nearly twenty years of financial services industry experience and knowledge to this book. Joining Genworth Financial Wealth Management, Inc., in 2010 as the Director of Practice Management, he has worked to enhance the practice management programs offered, including development of a successful business transition services program and a robust advisor coaching program. Matt holds a BA in finance from the University of South Florida and an MBA from the University of Florida. This publication represents a compendium of experience and a history of practice management expertise by Genworth Financial Wealth Management, Inc., AssetMark, and Quantuvis. It symbolizes our long-standing commitment to independent advisors, helping hundreds of practitioners build great businesses for nearly twenty years.
SKU Unavailable
ISBN 13 9781118121177
ISBN 10 1118121171
Title The Power of Practice Management
Author M Matrisian
Series Bloomberg Financial
Condition Unavailable
Publisher John Wiley & Sons Inc
Year published 2013-02-04
Number of pages 308
Cover note Book picture is for illustrative purposes only, actual binding, cover or edition may vary.