The Power of Practice Management
The Power of Practice Management

Author: Matt Matrisian

Publisher: John Wiley & Sons

Published: 2013-01-17

Total Pages: 213

ISBN-13: 1118238206

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How do you build a financial advisory business in today’s competitive and often-saturated markets? How can you break through the clutter, and develop strong and lasting client relationships? We believe it can be done by harnessing the power of practice management! The Power of Practice Management shows you the “how,” “why” and “what” of taking your business to the next level, introducing you to best practices and the thinking behind actions of some of the industry’s top-quartile firms. Author Matt Matrisian leads you on a journey filled with intriguing ideas and bottom-line lessons that teach you how to work on your business, not just in it. Whether you’re the head of a large advisory firm, part of a small practice or just starting out, you will discover a roadmap for turning your good business into a better one. The author also addresses: Making business strategy and planning part of your defined game plan; Transforming your firm’s vision and goals to build your business Capitalizing on referral sources and centers of influence Your personal brand as a product of intuitive thinking And much more. The Power of Practice Management teaches you how to channel the strength of your business and connect it to your clients’ experiences. The results unlock the secrets to driving customer loyalty, referral revenue, and business prosperity. In the process, you’ll also enhance your personal brand – allowing you the opportunity for business prosperity.

Managing Your Practice
Managing Your Practice

Author: Joyce J. Fitzpatrick

Publisher: Springer Publishing Company

Published: 2003-05-30

Total Pages: 256

ISBN-13: 9780826119346

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Designated a Doody's Core Title!/span Are you establishing a solo or collaborative health care practice? This concise reference book is designed to provide the basic business and management skills you need. It is packed with practical information, from writing your mission statement to preparing and implementing a business plan, to marketing and legal considerations. Three sample business plans are included as an appendix.

Managing Your Practice
Managing Your Practice

Author: Joyce J. Fitzpatrick, PhD, MBA, RN, FAAN

Publisher: Springer Publishing Company

Published: 2003-05-30

Total Pages: 249

ISBN-13: 0826119352

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Designated a Doody's Core Title! Are you establishing a solo or collaborative health care practice? This concise reference book is designed to provide the basic business and management skills you need. It is packed with practical information, from writing your mission statement to preparing and implementing a business plan, to marketing and legal considerations. Three sample business plans are included as an appendix.

Practice Made Perfect
Practice Made Perfect

Author: Mark C. Tibergien

Publisher: John Wiley and Sons

Published: 2010-06-04

Total Pages: 304

ISBN-13: 9780470884959

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When financial advisers need guidance on running their business, they turn to Mark Tibergien, the most prominent, most respected authority and hands-on consultant on the science and practice of managing financial advisory firms. Together with Moss Adams colleague and principal Rebecca Pomering, they have combined their years of research and analysis to write the definitive book on the subject. The authors first identify how to assess the business and evaluate oneself as a manager. They then present strategic-thinking issues—such as practice models, business plans, and differentiators—in a Socratic style. This is followed by a detailed overview of critical topics, from financial management and human capital to IT and marketing—encompassing the management skills, approaches, and mindsets needed for success. With management tools, worksheets, and industry statistics, Practice Made Perfect is the authoritative book from the industry's expert.

Deena Katz's Complete Guide to Practice Management
Deena Katz's Complete Guide to Practice Management

Author: Deena B. Katz

Publisher: John Wiley & Sons

Published: 2010-05-13

Total Pages: 369

ISBN-13: 0470885327

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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 a professional financial planning practice. To create this book, Katz updated, revised, and combined her two acclaimed books Deena Katz on Practice Management (1999) and Deena Katz's Tools and Templates for Your Practice (2001). In this newly expanded volume, she presents the essentials on how to help a practice thrive side by side with the tools and templates needed for the everyday operation of your firm. This new volume offers guidance on practice-management issues: setting up an office systems and technology administration and staffing marketing growing as the market changes hanging on to clients for the long term succession planning when the time comes This comprehensive resource provides sample forms, worksheets, templates, letters, brochures, and collateral materials developed and refined by top wealth managers and planners. From keeping the business running well by designing dynamic collateral material, to considering plans for retirement, Deena B. Katz guides advisers through every challenge a financial planning business will face.

Starting & Managing Your Own Physical Therapy Practice
Starting & Managing Your Own Physical Therapy Practice

Author: Samuel H. Esterson

Publisher: Jones & Bartlett Learning

Published: 2005

Total Pages: 212

ISBN-13: 9780763726317

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This basic handbook on how to start up a private physical therapy practice is a hands-on guide for any physical therapist who is contemplating or preparing to go out on his/her own. Starting & Managing Your Own Physical Therapy Practice is a one-of-a-kind guide that offers insight into the how's, what's, and where's of private business and gives the practitioner enough information and insight to veer him/her in the proper direction. This book is a guide map, a tool developed to open your eyes to what is necessary to open and run your own, successful practice.

The Ensemble Practice
The Ensemble Practice

Author: P. Palaveev

Publisher: John Wiley & Sons

Published: 2012-10-02

Total Pages: 247

ISBN-13: 1118209540

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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 percent of wealth management firms grow faster than the rest of the industry, often despite the turbulence of the markets? The answer, according to industry consultant and researcher, P. Palaveev, is that the most successful firms are those which, create and promote a team-based service model that serves as the foundation of their enterprise. Find out how and why a team-based service model can play a decisive role in the future growth and sustained success of your wealth management firm Discover the key factors for building a successful ensemble firm and profit from the best practices top team-based firms employ Profit from the author's years of experience working with the world's top wealth management firms and the data he has compiled as a pre-eminent industry researcher Learn about the various organizational structures, partnership models and career path options and how to put them to work building an ensemble practice Get the lowdown on how the savviest traditional broker-dealer firms have formed dynamic ensemble teams within their organizations and learn of the results they've achieved

Medical Practice Management in the 21st Century
Medical Practice Management in the 21st Century

Author: Marjorie A. Satinsky

Publisher: Radcliffe Publishing

Published: 2007

Total Pages: 208

ISBN-13: 1846190231

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Addresses multiple aspects of medical practice management. Presented in the workbook format, supported by web-based tools, this book allows busy physicians to gain a basic understanding of many topics, determine strategies for their practices, and seek additional information when they want it.

How to Manage Your GP Practice
How to Manage Your GP Practice

Author: Farine Clarke

Publisher: John Wiley & Sons

Published: 2011-12-27

Total Pages: 166

ISBN-13: 0470657847

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The business side of running a medical practice may be unappealing but it's crucial How to Manage Your GP Practice is written for GPs and other health professionals running their own practices. It tells you in simple, engaging style what the pitfalls are and how to avoid them. It illustrates the good and bad ways of negotiating through management issues, using case examples and lightening the messages with witty cartoons. Written by a GP with over 10 years' experience editing a leading GP magazine, and an accountant whose firm advises over 2500 GPs, the information here is sound, relevant and up to date. It provides reliable and reassuring information for doctors starting out in their careers as well as those looking to refresh their management skills.