Run It Like a Business: Top Financial Planners Weigh In on Practice Management

Accounting Today
"Richard Koreto has discovered the compelling secrets that separate the best from the rest in professional financial planning."


Book Description
Professional financial advisors will prosper with this financial planning conference between two covers.
The collapse of do it yourself investing has created a huge market for professional financial advisors. Wirehouse representatives, lawyers, CPAs, and others are entering the field. While a few individuals have become wildly successful, many planners struggle to survive. Success as a financial planner depends more on an individual's overall management skills than his or her stock picking ability, says veteran financial writer Richard Koreto. For the first time ever, he has compiled advice from some of the nation's leading financial services professionals into a single book. Run It Like a Business: Top Financial Planners Weigh In on Practice Management takes readers step by step from starting on their own to selling a practice at the end of their career. Each chapter features one or more expert "guides" insight from recognized leaders in the profession explaining how they did it successfully. In addition, Richard Koreto draws on the scores of conferences and seminars he's participated in over the years. Readers will learn how to:
* Set up an office.
* Attract the best clients.
* Create a marketing plan.
* Manage a staff.
* Choose effective strategic partners.


About the Author
Richard J. Koreto is a journalist who has covered every facet of the financial universe. He was the founding news director for the first daily hedge fund news service, and he was the founding New York City bureau reporter for the first small cap news service. He currently supervises the most extensive daily financial planning news service in the world, producing features, writing a column on the mutual fund industry, and presenting readers with original and exclusive insights from industry stars. He is a longtime board member of the New York Financial Writers Association.


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Drawing upon interviews conducted with scores of industry professionals, journalist Koreto describes the fundamentals of establishing, growing, and managing a successful financial planning practice. Sample topics include creating a productive office environment, hiring the best staff, developing pricing models, and maintaining client relationships. The volume concludes with a set of guidelines for merging or selling a practice. Koreto is the executive editor of Financial Planning magazine. Annotation ©2004 Book News, Inc., Portland, OR


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