This book provides practical guidelines to running a service orientated business. This book guides business owners on how to develop a business model that provides a roadmap of how to add ongoing value in the lives of their clients and in turn improve 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.
Business Management for Financial Planners : A Guide to Creating a Sustainable Service-Based Financial Planning Business
Authors: Lee Rossini and Johann Maree