Business Management for Financial Planners

By - Lee Rossini , Johann Maree

Floor - Floor 1

Published - Juta, Claremont [South Africa], 2010

ISBN 10 - 0702184608

ISBN 13 - 9780702184604

Book Status - 1 Qnty Available with us.

Shelf No - 17

Call Number - 332.0240 ROS

Physical Description - 294 pages ; 25 cm

Notes - includes index

Book Information

This book provides practical guidelines to running a service orientated business. This book guides business owners on how to develop a business model that provides a roadmap of how to add ongoing value in the lives of their clients and in turn improve business profitability by acquiring and retaining the right clients. The book has been written in two parts; the first introduces the financial services environment and the standards expected of financial planners by consumers and regulators and the second part discusses how financial planners can create a business model that will survive beyond any client complaint or regulatory intervention.

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