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Bestsellers cluster sheet: In Search of the Perfect Model: The Distinctive Business Strategies of Leading Financial Planners: 58
 
 
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Bestsellers cluster sheet: In Search of the Perfect Model: The Distinctive Business Strategies of Leading Financial Planners: 58 (Hardcover)

by Mary Rowland (Author) "FINANCIAL PLANNERS HAVE proved to be a tough lot ..." (more)
4.0 out of 5 stars See all reviews (1 customer review)
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Product details

  • Hardcover: 233 pages
  • Publisher: Bloomberg Press; 1 edition (1 Dec 2003)
  • Language English
  • ISBN-10: 1576601250
  • ISBN-13: 978-1576601259
  • Product Dimensions: 23.8 x 16 x 1.4 cm
  • Average Customer Review: 4.0 out of 5 stars See all reviews (1 customer review)
  • Amazon.co.uk Sales Rank: 1,075,988 in Books (See Bestsellers in Books)

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Product Description

Product Description

Financial advisers are continually raising the bar. There seems no limit to how far beyond good enough they're willing to go. But can planners maintain such high standards and still manage to grow a business? Smart advisers put serving clients first, but not at the cost of survival. No surprise, then, that those on the cutting edge are looking beyond comprehensive client service; they're figuring out how to develop a practice model that attracts the kind of clients they want most and allows their business to grow. This requires an objective look at who you are and what you do best. It's a challenging process but one that can be eased enormously by the insight and experience of those who've completed it. So if you're looking for a way to grow your practice and to meet the higher expectations that clients now have, these models can motivate and even inspire. From national and regional firms to sole practitioners and niche players, you'll see how planners like Harold Evensky, Sheryl Garrett, and Charlie Haines started out from a place much like the one you're in now and arrived at another uniquely their own. Let them show you how to get there from here.



Book Description

Smart advisers put serving clients first, but not at the cost of survival. It's a challenging process but one that can be eased enormously by the insight and experience in In Search of the Perfect Model.



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FINANCIAL PLANNERS HAVE proved to be a tough lot. Read the first page
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4.0 out of 5 stars Fine Cases of Financial Planning Business Models, 18 May 2004
By Professor Donald Mitchell "Jesus Makes Me a P... (Boston) - See all my reviews
(TOP 10 REVIEWER)      
Ms. Rowland has covered the financial planning beat for quite a while, and has benefited from watching carefully how the leading firms have developed. Anyone who thinks they need a different business model for their firm, or is about to start a new financial planning firm will benefit from reading and thinking about this book.

What kind of financial planning practice do you want? What kind of life style do you want? What kind of clients do you want to serve? What aspects of service do you want to do yourself, which parts have a staff to do and which parts do you want to outsource? How do you want to be compensated for your work? These are all pertinent subjects that are thoroughly explored in this book through detailed profiles of more than three dozen planners who span the gamut from single practitioners charging by the hour to occasional clients to larger firms that do everything for a single family throughout its many generations.

The book also looks closely at fees, expenses, and income attached to these different structures. No two planners do it the same way, and it looks like you have more choices than you think.

I found it refreshing to find that there's field where top performers can survive and prosper without working in large organizations. I was also impressed by the lifestyle advantages of offering limited, by-the-hour services.

I agree with Ms. Rowland's conclusion that life planning is not so new, and that large firms will not swoop up the whole industry. It wasn't clear where the efficiencies are that would make that possible . . . unless it would be to offer bare-bones planning for those with few assets by using software. But that's not the type of planning that most people in the industry want to do.

The book would have been improved if it had offered more analysis and a process for someone trying to pick a business model. Otherwise, the profiles were quite revealing and interesting. Although I operate as a management consultant, I find myself drawn into financial planning related issues (and yes, even life planning) when I work with entrepreneurs. So I felt it was valuable for me to learn from this book as well.

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