Consultants & Advisers
Consultants & Advisers

Author: Harold Lewis

Publisher: Kogan Page Publishers

Published: 2004

Total Pages: 248

ISBN-13: 9780749441364

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This unique book is a practical guide to help businesses, organizations and individuals make the best use of consultants and advisers. It will help them get the best value from the experts they hire, and offers a wealth of inside information that clients cannot usually obtain. Written in a crisp, accessible style, the book distils the author's in-depth experience of both sides of the business relationship. It covers the whole process of working with consultants, including: identifying the need for external advice, understanding how consultants operate and calculate their fees, specifying the job to be done, selecting the right experts, going out to tender, drawing up contracts, managing contract risks, keeping track of the work, resolving problems, developing successful professional and partnering relationships. As well as examples and checklists, the book includes case studies of good and bad practice, and personal viewpoints from various professionals that offer pointers for less experienced clients. It will help any client avoid mistakes and pitfalls, save time, money and effort, and make the process of working with consultants really worthwhile.

Choosing and Using Consultants & Advisers
Choosing and Using Consultants & Advisers

Author: Harold Lewis

Publisher: Kogan Page Publishers

Published: 2006-03-03

Total Pages: 241

ISBN-13: 0749448415

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This book is perfect for anyone who needs to use contractors, consultants or other professional advisers, whatever their business. Acknowledged expert Harold Lewis uses his experience on both sides of the business relationship and explains the whole process. The first book to deal with this subject so comprehensively, Using and Choosing Consultants & Advisers gives best practice advice that can immediately be put into effect; doesn't take sides on client-consultancy issues but offers a balanced view; helps clients get into the mind of consultants, showing them how consultancy works from the inside; is addressed to businesses/non-commercial groups as well as individuals. The valuable advice it contains will be useful not just for new businesses, but also for established firms seeking to strengthen and extend their contracting skills. Written in a crisp, accessible and businesslike style, the book contains numerous examples and checklists as well as case studies of good and bad practice. This book will help you avoid mistakes and pitfalls, save time, money and effort, and make the process of working with consultants really worthwhile.

Choosing and Using Consultants and Advisers
Choosing and Using Consultants and Advisers

Author: Harold Lewis

Publisher: Kogan Page Publishers

Published: 2006

Total Pages: 244

ISBN-13: 9780749446390

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For professional advice; understand how consultants and advisers operate and how they charge; define your requirements and specify the job to be done; select the consultants that are right for you; go out to tender; draw up contracts; keep track of the work; deal effectively with problems; develop successful working and partnering relationships.

The Supernova Advisor
The Supernova Advisor

Author: Robert D. Knapp

Publisher: John Wiley & Sons

Published: 2010-12-17

Total Pages: 166

ISBN-13: 1118039505

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The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch—under the leadership of author Rob Knapp—it has grown increasingly popular within the financial services industry. The Supernova Advisor skillfully outlines this proven model and reveals how it can be used to create an exceptional experience for your clients, while significantly growing your business.

The Essential Advisor
The Essential Advisor

Author: Bill Crager

Publisher: John Wiley & Sons

Published: 2016-05-16

Total Pages: 224

ISBN-13: 1119260612

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Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. This book shows you how to turn this shift into a positive, by positioning your firm to maximize these new opportunities, and deliver the results and experience increasingly expected of financial advisors. You'll learn how to provide the transparency, hands-on interaction, and around-the-clock access today's clients demand, and how to consistently deliver service that robo-advisors cannot duplicate. Emerging technologies do not have to be a threat to your practice—they are tools that represent opportunities to provide greater service to your clients, and smart technology integration will be a hallmark of firms that survive the shift. This guide provides a clear vision of the future of financial services, and an indispensable management framework for maximizing your firm's future value. Advisors are increasingly confused about what clients are seeking, and clients are equally confused about what advisory firms offer that alternatives cannot. This book helps clear the air on both sides by examining the client's perspective of financial services, and helping advisors better communicate their strengths. Articulate the value of your services Leverage new technology to complement your practice Capitalize on opportunities and maximize your firm's value Position your firm to benefit from the changing consumer population Financial advisors can only grow their businesses if clients know what they do, know how to hire them, and can access them affordably. The Essential Advisor shows you to bring your firm into the future successfully.

The Wise Advisor
The Wise Advisor

Author: Jeswald W. Salacuse

Publisher: Praeger

Published: 2000-01-30

Total Pages: 152

ISBN-13:

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This work provides practical advice on the process of counselling and consulting. Salacuse's system is based on basic principles that govern all advising, regardless of profession: know the client; recognize how advice matters; develop a partnership; and tailor advice to the client's needs.

Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)
Ineffective Habits of Financial Advisors (and the Disciplines to Break Them)

Author: Steve Moore

Publisher: John Wiley & Sons

Published: 2010-10-05

Total Pages: 256

ISBN-13: 0470930144

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A how to guide to avoiding the mistakes ineffective financial advisors most often make Based on a 15-year consulting program that author Steve Moore has led for financial advisors, Ineffective Habits of Financial Advisors (and the Disciplines to Break Them): A Framework for Avoiding the Mistakes Everyone Else Makes details proven techniques which allow advisors to transform their business into an elite practice: business analysis, strategic vision, exceptional client service, and acquiring high net worth clients. Told through the story of a purely fictional and completely average financial advisor, each chapter begins with an ineffective habit that is then countered with a discipline that improves business results and adds value. The book Details a step-by-step strategy for working through current clients, rather than relying on cold calling to form new relationships Includes anecdotes collected through both personal experience and stories relayed to him by clients and colleagues Provides question and answer segments, examples, and homework assignments Ineffective Habits of Financial Advisors (and the Disciplines to Break Them shows you how to deliver exceptional service while generating higher revenue per client.

Exploring the Professional Identity of Management Consultants
Exploring the Professional Identity of Management Consultants

Author: Anthony F. Buono

Publisher: IAP

Published: 2013-03-01

Total Pages: 389

ISBN-13: 1623961734

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The volume is based on the presentations and discussions from the Fifth European Conference on Management Consulting sponsored by the Management Consulting Division of the Academy of Management, which took place June, 2011 at Vrije Universiteit in Amsterdam, the Netherlands. The conference theme – Exploring the Professional Identity of Management Consultants – attempted to capture the highly ambiguous social status of this young and emerging profession. Management consulting does not have professional standards or accreditation criteria like those found in medicine or law, there are low barriers to entry, and a broad range of tasks are undertaken in the name of consulting. As a result, a crucial aspect of what constitutes such a loosely defined profession is the identity of its members. The professional identity of management consultants is continuously developing through the interplay of how consultants are seen and valued by clients as well as in the larger society, and how consultancy firms and consultants identify and position themselves. This theme includes a variety of topics, ranging from the interaction between consultants and their clients, consultant rhetoric and self-presentation, and the plethora of books, media and public discourse on consulting, to human resource policies and practices, knowledge development activities of consultancy firms, career and life stories of consultants and consultancies, and consulting associations, accreditation bodies, and education programs. All of these factors contribute, either directly or indirectly, to identity construction in the field of management consulting.