The efficient practice : transform and optimize your financial advisory practice for greater profits / David L. Lawrence.
Material type:
TextSeries: Wiley finance seriesPublication details: Hoboken, NJ. : John Wiley & Sons, 2014Description: xii, 185 p. ; 23 cmISBN: 9781118735039 (hbk.)Subject(s): Financial planners | Management -- Technological innovations | Communication in managementDDC classification: 332.02400684 LOC classification: HG179.5 | .L39 2014| Item type | Current library | Collection | Call number | Copy number | Status | Date due | Barcode |
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APU Library Open Shelf | Book | HG179.5 .L39 2014 c.1 (Browse shelf (Opens below)) | 1 | Available (No use restrictions) | 00011541 | |
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APU Library Open Shelf | Book | HG179.5 .L39 2014 c.2 (Browse shelf (Opens below)) | 2 | Available (No use restrictions) | 00011560 |
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| HG173 .W43 2001 c.2 Finance and accounting for nonfinancial managers / | HG174 .S27 2008 c.1 Financial services and system / | HG179.5 .L39 2014 c.1 The efficient practice : | HG179.5 .L39 2014 c.2 The efficient practice : | HG179 .B43 2009 c.1 Personal finance / | HG179 .B43 2009 c.2 Personal finance / | HG179 .B58 2014 c.1 Negotiating your investments : |
Includes index.
Introduction -- Management efficiency -- The efficient management philosophy -- Managing resources -- Managing people and communications -- Technology efficiency -- Client relationship management -- Afterword -- Impact on productivity, profitability, time management, and firm capacity -- Impact on business valuation -- First case study -- Second case study -- About the companion website -- About the author -- Index.
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