Starting your own practice : the independence guide for investment advisors, attorneys, CPAs and other professional service providers /: the independence guide for investment advisors, attorneys, CPAs and other professional service providers. (2020)

• Record Type: Book
• Further Information: Note: Robert Fragasso.
• Authors: Fragasso, Robert, 1945-
• Contents: Chapter One Is it your time to move on? How you should think about business independence Financial benefits Risk Entrepreneur’s test Chapter Two What does it mean to be in business for yourself and do it successfully? Time People make the difference Chapter Three Creating your business Planning Choosing your market niche Structuring your business Your value proposition Creating your organizational model Using partners and licensing to gain scale Chapter Four Staffing and compensation The right people Compensation components Understanding your workforce Chapter Five Leaving your current employer Planning and preparing Protecting your confidentiality Chapter Six Choosing your business space Cost Proximity to clients The right building Negotiating for space Planning space for future growth and opportunities Chapter Seven Equipment and supplies Financing Legal Format and Protecting Your Investment Ask What Your Government Can Do For You U.S. Government Local government Non-profit resources Chapter Eight Converting existing clients or customers to your new business Chapter Nine Gaining new clients or customers – the right way Sales Continuum Advertising Public relations Direct mail and digital with proper professional follow up Networking – why, what and how Educational seminars Referrals Chapter Ten Managing your business The Pugil Stick Effect Manage it or it will manage you Managing by objectives Time management People management Personnel structure Evaluating results and managing activities Corrective action Appreciation and validation Selecting the right clients or customers Your strategic plan Managing your clients or customers – the key to success Managing during bad times Chapter Eleven Your exit strategy You are not taking it with you Who will buy the business? Price Structuring and receiving payment Family considerations Retirement planning The end of the rainbow Appendix: Reading list Index
• Edition: Second edition
• Publisher Details: Hoboken : John Wiley & Sons, Inc
• Publication Date: 2020
• Extent: 1 online resource
• Subjects: 332.60681; Financial planners; Investment advisors; New business enterprises -- Planning
• Languages: English
• ISBNs: 9781119723035; 9781119723011
• Related ISBNs: 9781119723004
• Notes: Note: Description based on CIP data; resource not viewed.
• Access Rights: Legal Deposit; Only available on premises controlled by the deposit library and to one user at any one time; The Legal Deposit Libraries (Non-Print Works) Regulations (UK).
• Access Usage: Restricted: Printing from this resource is governed by The Legal Deposit Libraries (Non-Print Works) Regulations (UK) and UK copyright law currently in force.