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A top wealth management advisory expert reveals her firm's 4-quadrant discipline for building best practices The Power of Practice Management is t a book about practice management theory; instead it offers advisors a definitive guide to running a successful, satisfying, and sell-able advisory business. Based on fifteen years of consulting and the development of a proprietary methodology of measuring success, The Power of Practice Management brings best practices proven to work in top advisory firms in the country to every financial advisor. Dispelling the myth that there is one model for success, the book focuses instead on the best practices that build better, more profitable businesses. Running a successful advisory business is about more than how you do one thing, it is about how well you do everything. The many moving parts of a business, and how they work together, play a significant role in success. Working in the trenches with advisors led author Stephanie Bogan to identify four essential business disciplines that comprise the fundamentals required to build a successful business. Moves beyond popular theories of practice management to provide the nuts-and-bolts of industry best practices and how they can be applied to help advisors achieve greater success Covers four business disciplines essential to business success: Business Planning; Human Capital; Business Development; and Operations Optimization Based on author's extensive experience working in business consulting and developing a proprietary methodology for measuring success The Power of Practice Management describes four business disciplines and details what a firm must do and have within each discipline to be successful.
Matt Matrisian brings nearly twenty years of financial services industry experience and knowledge to this book. Joining Genworth Financial Wealth Management, Inc., in 2010 as the Director of Practice Management, he has worked to enhance the practice management programs offered, including development of a successful business transition services program and a robust advisor coaching program. Matt holds a BA in finance from the University of South Florida and an MBA from the University of Florida. This publication represents a compendium of experience and a history of practice management expertise by Genworth Financial Wealth Management, Inc., AssetMark, and Quantuvis. It symbolizes our long-standing commitment to independent advisors, helping hundreds of practitioners build great businesses for nearly twenty years.