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The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently

Regular price RM45.00 MYR Now RM34.00 MYR Save 24%
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Future-ready advice for modern financial firms

This is a smart pick for financial advisors who want to stay relevant without losing the human side of the business. It blends industry insight, practical case studies, and forward-looking ideas about technology, client expectations, and growth. Readers who enjoy actionable business books will likely appreciate how grounded it feels, especially in showing how advisory firms can evolve with confidence.

Note: While we do our best to ensure the accuracy of cover images, ISBNs may at times be reused for different editions of the same title which may hence appear as a different cover.
Sale

The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently

Regular price RM45.00 MYR Now RM34.00 MYR Save 24%
Unit price
per
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ISBN: 9781119108764
Publisher: Wiley
Date of Publication: 2016-11-30
Format: Hardcover
Related Collections: Personal Development, Sociology, Business
Goodreads rating: 3.74
(rated by 23 readers)

Description

A practical guide for financial advisory firms looking to serve clients more effectively while running operations more efficiently. This book explores how technology, streamlined processes, and proactive growth planning can help advisers adapt to evolving client expectations. It covers topics such as attracting and retaining clients, leveraging mobile and interactive tools, and building scalable workflows. Featuring real-world case studies and actionable strategies, it offers concrete steps to modernize practice management and drive sustainable growth for practitioners, managers, and executives alike.
 

Future-ready advice for modern financial firms

This is a smart pick for financial advisors who want to stay relevant without losing the human side of the business. It blends industry insight, practical case studies, and forward-looking ideas about technology, client expectations, and growth. Readers who enjoy actionable business books will likely appreciate how grounded it feels, especially in showing how advisory firms can evolve with confidence.

Note: While we do our best to ensure the accuracy of cover images, ISBNs may at times be reused for different editions of the same title which may hence appear as a different cover.

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