February 2014
Intermediate to advanced
208 pages
5h 8m
English
book
The Efficient Practice: Transform and Optimize Your Financial Advisory Practice for Greater Profits
by David L. Lawrence
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Contents
The Efficient Management Philosophy
Managing Change: A Process of Inclusion
Managing People and Communications
Step One: Pre-hire Preparation
Step Two: Background Information
Developing a Compensation Plan
Handling Confidential Information
The Right Job Done by the Right People
Client Relationship Management
Software Integration and Communication
Financial Plan Production Procedure
Using Technology to Standardize Client Service Procedures
Workflow Systems: Efficient Methods for Tracking Tasks in the Office
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.