Starting your own practice : the independence guide for investment advisors, attorneys, CPAs and other professional service providers

Starting your own practice : the independence guide for investment advisors, attorneys, CPAs and other professional service providers /

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Bibliographic Details
Main Author: Fragasso, Robert, 1945- (Author)
Corporate Author: ProQuest (Firm)
Format: Electronic eBook
Language:English
Published: Hoboken, New Jersey : John Wiley & Sons, Inc., [2021]
Edition:Second edition.
Subjects:
Financial planners.
Investment advisors.
New business enterprises > Planning.
Online Access:Connect to this title online (unlimited simultaneous users allowed; 325 uses per year)

MARC

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245 1 0 |a Starting your own practice :  |b the independence guide for investment advisors, attorneys, CPAs and other professional service providers /  |c Robert Fragasso. 
250 |a Second edition. 
264 1 |a Hoboken, New Jersey :  |b John Wiley & Sons, Inc.,  |c [2021] 
264 4 |c ©2021 
300 |a 1 online resource ( xvi, 206 pages) :  |b illustrations 
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500 |a Revised edition of the author's Starting your own practice, ©2005. 
500 |a Includes index. 
505 0 0 |a Machine generated contents note:   |g ch. One   |t Is it Your Time to Move to Independence? --   |t Financial Benefits --   |t Risk --   |t Entrepreneur's Test --   |g ch. Two   |t What Does it Mean to Be in Business for Yourself and Who Does it Well? --   |t Time --   |t People Make the Difference --   |g ch. Three   |t Creating Your Business --   |t Choosing Your Market Niche --   |t Structuring Your Business to Serve Your Market Niche --   |t Your Unique Value Proposition --   |t Creating Your Organizational Model --   |t Corporation with Departmental Special Ops Teams --   |t Should You Build Resources Internally or Acquire Strategic Partners? --   |t Licensing Solution --   |g ch. Four   |t Staffing and Compensation --   |t Your Fringe Benefit Package as a Recruitment, Retention, and Productivity Tool --   |t Fringe Benefits Summary --   |t Managing Workforce Growth --   |g ch. Five   |t Leaving Your Current Employer --   |t Protecting Your Confidentiality --   |g ch. Six   |t Choosing Your Business Space --   |t Interior Design --   |t Office Location and Image --   |t Finding the Right Building --   |t Negotiating for Space --   |g ch. Seven   |t Equipment and Supplies --   |t Financing --   |t Legal Format and Protecting Your Investment --   |t Protecting Your Business Investment --   |t Ask What Your Government Can Do for You --   |g ch. Eight   |t Converting Existing Clients or Customers to Your New Business --   |g ch. Nine   |t Gaining New Clients and Customers---The Right Way --   |t Sales Continuum --   |t Advertising --   |t Public Relations --   |t Create Your Own PR through Newsletters and E-Newsletters --   |t Direct Mail and Digital --   |t Direct Mail and Email Tied to Demonstration or Consultation --   |t Direct Mail or Email Offering Information upon Response --   |t Networking --   |t How to Network? --   |t Educational Seminars --   |t Teaching the Seminars --   |t Referrals --   |g ch. Ten   |t Managing Your Business --   |t Getting Started --   |t Manage Your Business or It Will Manage You --   |t Time Management --   |t Activities Management --   |t Putting Your Goals into Action --   |t Personal --   |t It Is as Easy as A-B-C --   |t Techniques of Activities Management --   |t People Management --   |t Talk, Talk, Talk, and Talk --   |t Creating Your Organization's Employee Structure --   |t Clerical/Secretarial Support --   |t Revenues -- Expense = Profits --   |t CEO --   |t Evaluate Results but Manage Activities --   |t Corrective Action with Employees --   |t Creating and Implementing Your Business's Strategic Plan --   |t Appreciate and Validate --   |t Which Clients or Customers Do You Want? --   |t Managing Your Clients and Customers --   |t Treating Clients as People --   |t Managing During Tough Times --   |g ch. Eleven   |t Your Exit Strategy --   |t Who Will Buy or Receive Your Business? --   |t Possible Exit Purchase Scenarios --   |t Employee Stock Ownership Plan (ESOP) --   |t External Sale to a Large Entity --   |t External Smaller Entity --   |t Price --   |t How to Receive Payment for Your Business --   |t Special Considerations in Selling to Family Members --   |t Retirement Planning --   |t End of the Rainbow. 
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588 |a Description based on online resource; title from digital title page (viewed on January 19, 2021). 
650 0 |a Financial planners. 
650 0 |a Investment advisors. 
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