Автор: Ray Sclafani

. You've Been Framed. How to Reframe Your Wealth Management Business and Renew Client Relationships

You've Been Framed. How to Reframe Your Wealth Management Business and Renew Client Relationships

Ray Sclafani

Reframe «wealth management» to achieve sustainable success in financial services You've Been Framed™ is a step-by-step guide for achieving ultimate profitability and sustainability for your financial advisory firm. Whether you're a savvy...
. Practice Made (More) Perfect. Transforming a Financial Advisory Practice Into a Business

Practice Made (More) Perfect. Transforming a Financial Advisory Practice Into a Business

Ray Sclafani

A revised and expanded look at how to thrive and prosper in the financial advisory business A new and revised edition of the eye-opening, no-nonsense handbook on managing and growing a financial-advisory business, Practice Made (More) Perfect is...
. How to Value, Buy, or Sell a Financial Advisory Practice. A Manual on Mergers, Acquisitions, and Transition Planning

How to Value, Buy, or Sell a Financial Advisory Practice. A Manual on Mergers, Acquisitions, and Transition Planning

Ray Sclafani

Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—was formed less than forty years ago. But as the profession's first tier of advisers...
. Practice Made Perfect. The Discipline of Business Management for Financial Advisers

Practice Made Perfect. The Discipline of Business Management for Financial Advisers

Ray Sclafani

When financial advisers need guidance on running their business, they turn to Mark Tibergien, the most prominent, most respected authority and hands-on consultant on the science and practice of managing financial advisory firms. Together with...

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