"...an informative, effective, and enjoyable tool in helping you to develop your practice. Al's unique approach has you believing he wrote the book just for you. This is a must-read for anyone whose ultimate goal is to sell a successful practice."
—Peggy Fisher, CEA, CFP, CLTC, registered investment advisor, Torrance, California
Al "Practice Doc" Depman, MitchAnthony.com's resident consultant and practice management expert has earned an international reputation as the creator of The Practice Checkup. In his new book, Al takes the tools he has developed for this popular program and shows readers what it takes to develop, manage, and grow a profitable financial services practice that will allow advisors to reap the rewards of their hard work when it's time to sell. The book includes expert advice on enhancing the value of a financial services practice, including creating a best-practices manual, and turning staff members into team players.
The book will include case studies from Al's research as well as checklists to help keep advisors on task. This book represents the best practices of practice management, and is the result of extensive interviews and field research. The ultimate goal of How to Build Your Financial Advisory Business and Sell it at a Profit is to instill these best practices into both new advisors as a structure for success and for senior advisors as they approach retirement and the selling of their business.
How to Build Your Financial Advisory Business and Sell it at a Profit is designed to be used as a stand-alone book or in conjunction with the Checkup. Advisors who complete the exercises and checklists in this book will have developed a best practices manual that will essentially transform their business into a turn-key operation for the new owner.
To learn more about The Business Practice Checkup, click here.