Succession planning for financial advisors : building an enduring business /

Succession planning for financial advisors : building an enduring business /

Bibliographic Details
Main Author:	Grau, David, Sr
Format:	eBook
Language:	English
Published:	Hoboken, New Jersey : John Wiley & Sons Inc., [2014]
Series:	Wiley finance series.
Subjects:	Financial planners. Executive succession. Financial services industry > Management. BUSINESS & ECONOMICS > Industrial Management. BUSINESS & ECONOMICS > Management. BUSINESS & ECONOMICS > Management Science. BUSINESS & ECONOMICS > Organizational Behavior. Electronic books.
Online Access:	Full Text via HEAL-Link

Similar Items

Implementing the wealth management index : tools to build your practice and measure client success /
by: Levin, Ross
Published: (2012)

Practice made (more) perfect : transforming a financial advisory practice into a business /
by: Tibergien, Mark C., 1952-
Published: (2011)

Someday rich : planning for sustainable tomorrows today /
by: Noonan, Timothy, 1963-
Published: (2012)

The ensemble practice : a team-based approach to building a superior wealth management firm /
by: Palaveev, Philip, 1973-
Published: (2013)

The end of ethics and a way back : how to fix a fundamentally broken global financial system /
by: Malloch, Theodore Roosevelt
Published: (2013)

Transitions at the top : what organizations must do to make sure new leaders succeed /
by: Ciampa, Dan
Published: (2015)

Success and succession : unlocking value, power, and potential in the professional services and advisory space /
by: Hehman, Eric, 1974-
Published: (2015)

Technology tools for today's high-margin practice how client-centered financial advisors can cut paperwork, overhead, and wasted hours /
by: Drucker, David J., 1948-
Published: (2013)

Enterprise compliance risk management : an essential toolkit for banks and financial services /
by: Ramakrishna, Saloni P., 1957-
Published: (2015)

Financial market operations management /
by: Dickinson, Keith
Published: (2015)

The compliance revolution : how compliance needs to change to survive /
by: Jackman, David, 1960-
Published: (2015)

The leading-edge manager's guide to success : strategies and better practices /
by: Parmenter, David
Published: (2011)

You've been framed : how to reframe your wealth management business and renew client relationships /
by: Sclafani, Ray, 1968-
Published: (2015)

Managers and leaders who can : how you survive and succeed in the new economy /
by: Spellman, Ruth
Published: (2011)

Creating a balanced scorecard for a financial services organization /
by: Makhijani, Naresh, et al.
Published: (2011)

The financial services marketing handbook : tactics and techniques that produce results /
by: Ehrlich, Evelyn, 1950-
Published: (2012)

The new CEO corporate leadership manual : strategic and analytical tools for growth /
by: Bragg, Steven M.
Published: (2011)

Value and capital management : a handbook for the finance and risk functions of financial institutions /
by: Wilson, Thomas C., 1961-
Published: (2015)

The socially savvy advisor : compliant social media for the financial industry /
by: Openshaw, Jennifer
Published: (2015)

The essential manager : how to thrive in the global information jungle /
by: Cortada, James W.
Published: (2015)

Strategic risk management : a practical guide to portfolio risk management /
by: Iverson, David
Published: (2013)

Get wise to your advisor : how to reach your investment goals without getting ripped off /
by: Lockshin, Steven D.
Published: (2013)

Change lessons from the CEO : real people, real change /
by: Coetsee, Johan, et al.
Published: (2013)

The Center for Creative Leadership handbook of coaching in organizations /
Published: (2015)

7 measures of success : what remarkable associations do that others don't /
Published: (2012)

Asset and liability management for banks and insurance companies /
by: Corlosquet-Habart, Marine, 1980-, et al.
Published: (2015)

Becoming a top manager : tools and lessons in transitioning to general management /
by: Kaiser, Kevin, 1964-
Published: (2015)

You win in the locker room first : 7 C's to build a winning team in sports, business and life /
by: Gordon, Jon, 1971-
Published: (2015)

International virtual teams : engineering global communication /
by: Brewer, Pam Estes
Published: (2015)

Preventing stress in organizations : how to develop positive managers /
by: Donaldson-Feilder, Emma
Published: (2011)

Guide to CFO success : leadership strategies for corporate financial professionals /
by: Dergel, Samuel, 1969-
Published: (2014)

Rebuilding trust in banks : the role of leadership and governance /
by: Zinkin, John
Published: (2014)

Selling professional and financial services handbook /
by: Paczosa, Scott
Published: (2013)

Managing to the new regulatory reality : doing business under the Dodd-Frank Act /
by: Wilson, Gregory P.
Published: (2011)

The social media handbook for financial advisors : how to use Facebook, Twitter, and LinkedIn to build and grow your business /
by: Halloran, Matthew
Published: (2012)

Executive's guide to project management : organizational processes and practices for supporting complex projects /
by: Wysocki, Robert K.
Published: (2011)

Managing risk and performance : a guide for government leaders /
Published: (2014)

Financial contagion : the viral threat to the wealth of nations /
Published: (2011)

Managing the profitable construction business : the contractor's guide to success and survival strategies /
by: Schleifer, Thomas C., et al.
Published: (2014)

What it takes : seven secrets of success from the world's greatest professional firms /
by: Ellis, Charles D.
Published: (2013)

Βιβλιοθήκη & Κέντρο Πληροφόρησης | Πανεπιστήμιο Πατρών