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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Index
A
Accountability:
in delegating responsibility, 6–7
in workflow management system, 10
Accounts, social media and management of, 106
Acknowledgement, of micromanagement tendencies, 10
Act 4 Advisors, 126
ACTG. See Advanced Concept & Technology Group (ACTG)
ActiFi, 162
Activities log, 13, 1514
Adam's-apple-jump, 39
Adaptive strategic thinking (AST), 12, 13
Administration guidelines, 41
Advanced Concept & Technology Group (ACTG), 147
Advent (Portfolio management systems), 28
Advice, seeking, 10
Advice America, 99
Advisors Assistant, 65, 87–88, 92, 111, 120
Advisor Software, Inc., 81
Advisor Websites, 108
Á-la-carte pricing, 126
Alessandra, Tony, 52
Amazon.com, 69, 70
American Mathematical Society, 122
API. See Application programming interface (API)
Application programming interface (API), 85
ASI Advisor Software, 81
ASI Portfolio Rebalancing Solutionsm, 81
Assessing readiness levels, 6
Assets-under-management (AUM), 109, 110, 125–126
Assignment, as element of workflow management system, 10
AST. See Adaptive strategic thinking (AST)
At-will employment laws, 50
Auditory distractions, 135–138
AUM. See Assets-under-management (AUM)
B
Background information, hiring and, 38–39
Back Office Support Service (BOSS), 26–27
Ba Gua mirrors, in Feng Shui tips, 142
BAM Advisor Services, LLC (BAM), 28
Barrea, Rick, 52
BCPs. See Business continuity plans (BCPs)
BCRP. See Business continuity and resiliency planning (BCRP)
Benefits, ...
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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.
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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.