{"product_id":"business-models-for-financial-advisors-paperback","title":"Business Models for Financial Advisors - Paperback","description":"\u003cdiv\u003e\u003cp style=\"text-align: right;\"\u003e\u003ca href=\"https:\/\/reportcopyrightinfringement.com\/\" target=\"_blank\" rel=\"nofollow\"\u003e\u003cb\u003eReport copyright infringement\u003c\/b\u003e\u003c\/a\u003e\u003c\/p\u003e\u003c\/div\u003e\u003cp\u003eby \u003cb\u003eChristine Timms\u003c\/b\u003e (Author)\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eDevelop and Articulate Your Unique Business Model\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003e\u003cem\u003eFinancial advisors in all stages of their careers can benefit from a well-defined business model... even those about to retire.\u003c\/em\u003e\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eAn advisor's deeper understanding of their own practice and who it serves best, will lead to sustainable relationships in a win-win business model. This book provides a checklist process to quickly articulate, develop and\/or analyze an advisor's unique business\/service model. It includes completed checklists based on the final years of Christine's practice as an example. She discusses household capacity of practices and many of the required decisions for various business model components. The handbook also provides an analytical tool and checklists to facilitate the segmentation of clientele. It discusses many choices and decisions relating to the following aspects of an advisors unique business model: \u003c\/p\u003e\u003cp\u003eQualities of an advisor's most compatible sustainable clients\u003c\/p\u003e\u003cp\u003eService models for: \u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eClient communication \u003c\/li\u003e\n\u003cli\u003eInvesting\u003c\/li\u003e\n\u003cli\u003eFinancial planning\u003c\/li\u003e\n\u003cli\u003eTax strategies and returns \u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eResources needed and suppliers\u003c\/p\u003e\u003cp\u003eHow a practice charges clients\u003c\/p\u003e\u003cp\u003eDirect and indirect client costs \u003c\/p\u003e\u003cp\u003eAdvisor compensation \u003c\/p\u003e\u003cp\u003eAdvisor career paths\u003c\/p\u003e\u003cp\u003eSegmentation of clientele\u003c\/p\u003e\n            \u003cdiv\u003e\n\u003cstrong\u003eNumber of Pages:\u003c\/strong\u003e 256\u003c\/div\u003e\n            \u003cdiv\u003e\n\u003cstrong\u003eDimensions:\u003c\/strong\u003e 0.54 x 9 x 6 IN\u003c\/div\u003e\n            \u003cdiv\u003e\n\u003cstrong\u003ePublication Date:\u003c\/strong\u003e November 30, 2020\u003c\/div\u003e\n            ","brand":"BooksCloud","offers":[{"title":"Default Title","offer_id":48264123973881,"sku":"9781777314583","price":25.9,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0789\/2782\/3097\/files\/Drry4kddjn9781777314583.webp?v=1776842884","url":"https:\/\/bookscloud.io\/products\/business-models-for-financial-advisors-paperback","provider":"BooksCloud Book Dropshipping","version":"1.0","type":"link"}