Business Management For Financial Planners

Business Management for Financial Planners provides practical guidelines to running a service-orientated business.

It guides business owners on how to develop a business model that provides ongoing value for their clients and improves 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.