G2: Building the Next Generation
Language: en
Pages: 260
Authors: Philip Palaveev
Categories: Business & Economics
Type: BOOK - Published: 2017-08-22 - Publisher: John Wiley & Sons

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Vital guidance to ensuring the future of your firm G2: Building the Next Generation provides financial advisory firms with a clear roadmap to management success
G2: Building the Next Generation
Language: en
Pages: 261
Authors: Philip Palaveev
Categories: Business & Economics
Type: BOOK - Published: 2017-09-18 - Publisher: John Wiley & Sons

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Vital guidance to ensuring the future of your firm G2: Building the Next Generation provides financial advisory firms with a clear roadmap to management success
The Ensemble Practice
Language: en
Pages: 247
Authors: P. Palaveev
Categories: Business & Economics
Type: BOOK - Published: 2012-10-02 - Publisher: John Wiley & Sons

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A detailed road map for wealth managers who want to build an ensemble firm or team and achieve sustained growth, profitability and high valuations Why do ten pe
Deena Katz's Complete Guide to Practice Management
Language: en
Pages: 369
Authors: Deena B. Katz
Categories: Business & Economics
Type: BOOK - Published: 2010-05-13 - Publisher: John Wiley & Sons

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Deena B. Katz, CFP, a preeminent authority on practice management and an internationally recognized financial adviser, presents a comprehensive guide to running
Success and Succession
Language: en
Pages: 245
Authors: Eric Hehman
Categories: Business & Economics
Type: BOOK - Published: 2015-09-15 - Publisher: John Wiley & Sons

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An insightful look at leadership transition from the successor's perspective Success and Succession examines the leadership transition process from the successo