Are you looking for place to read full E-Books without downloading? Here you can read The Advisor Playbook: Regain Liberation and Order in your Personal and Professional Life. You can also read and download new and old full E-Books. Enjoy and relax Reading full The Advisor Playbook: Regain Liberation and Order in your Personal and Professional Life Books online. . CLICK HERE TO DOWNLOAD THIS BOOK FOR FREE
Practice management is often misunderstood. The Advisor Playbook will take the mystery away.
Practice management is confused with marketing, or is limited to strategizing about branding, or simply equated to old-school salesmanship.
Practice management is how you build an organized toolbox of all your processes – branding, marketing, service activities, core functions – and constantly tune and keep that toolbox efficient and effortless. It’s a network of interrelated skills, processes and strategies that build value in a business while making it manageable, scalable and ensuring the owner runs the business and not the other way around.
Duncan MacPherson and Pareto Systems have been in the forefront of practice management in the realm of the professional advisor for a quarter-century. Chris Jeppesen of First Trust brings his own decades of professional knowledge to the table. The processes in The Advisor Playbook have grown over those years,
