{"product_id":"business-models-for-financial-advisors-9781777314583","title":"Business Models for Financial Advisors","description":"\u003cp\u003e\u003cstrong\u003eDevelop and Articulate Your Unique Business Model\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003e\u003cem\u003eFinancial advisors in all stages of their careers can benefit from a well-defined business model... even those about to retire.\u003c\/em\u003e\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eAn advisor's deeper understanding of their own practice and who it serves best, will lead to sustainable relationships in a win-win business model. This book provides a checklist process to quickly articulate, develop and\/or analyze an advisor's unique business\/service model. It includes completed checklists based on the final years of Christine's practice as an example. She discusses household capacity of practices and many of the required decisions for various business model components. The handbook also provides an analytical tool and checklists to facilitate the segmentation of clientele. It discusses many choices and decisions relating to the following aspects of an advisors unique business model: \u003c\/p\u003e\u003cp\u003eQualities of an advisor's most compatible sustainable clients\u003c\/p\u003e\u003cp\u003eService models for: \u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eClient communication \u003c\/li\u003e\n\u003cli\u003eInvesting\u003c\/li\u003e\n\u003cli\u003eFinancial planning\u003c\/li\u003e\n\u003cli\u003eTax strategies and returns \u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eResources needed and suppliers\u003c\/p\u003e\u003cp\u003eHow a practice charges clients\u003c\/p\u003e\u003cp\u003eDirect and indirect client costs \u003c\/p\u003e\u003cp\u003eAdvisor compensation \u003c\/p\u003e\u003cp\u003eAdvisor career paths\u003c\/p\u003e\u003cp\u003eSegmentation of clientele\u003c\/p\u003e\u003cbr\u003e\u003cbr\u003e\u003cb\u003eBinding Type:\u003c\/b\u003e Paperback\u003cbr\u003e\u003cb\u003ePublisher:\u003c\/b\u003e CT Financial Press\u003cbr\u003e\u003cb\u003ePublished:\u003c\/b\u003e 11\/30\/2020\u003cbr\u003e\u003cb\u003eISBN:\u003c\/b\u003e 9781777314583\u003cbr\u003e\u003cb\u003ePages:\u003c\/b\u003e 256\u003cbr\u003e\u003cb\u003eWeight:\u003c\/b\u003e 0.76lbs\u003cbr\u003e\u003cb\u003eSize:\u003c\/b\u003e 9.02h x 5.98w x 0.54d","brand":"Christine Timms","offers":[{"title":"Default Title","offer_id":38016345931957,"sku":"9781777314583","price":20.39,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0473\/0804\/6492\/products\/img_ea77c547-19f0-42c7-975e-5df707a648fa.jpg?v=1609158744","url":"https:\/\/pastforward.org\/products\/business-models-for-financial-advisors-9781777314583","provider":"Past Forward","version":"1.0","type":"link"}