Exit is not a Four Letter Word: How to Transition Your Practice Profitably and Proudly (Financial Advisor Edition)
EXIT is NOT a Four Letter Word will change the financial fortunes of advisors who implement a refreshing new exit process. Delivered in an entertaining and informative style, this book provides advisors with the rationale and routine to prepare for the eventual transition of their business to the most qualified successor for the greatest value and assure their legacy.
Since its release in 2016, EXIT is NOT a Four- Letter Word – How to Transition Your Practice Profitably & Proudly (Financial Advisor Edition) has become the “go-to” resource for thousands of professional advisors, as they contemplate their inevitable exit from the practices they have spent so many years building. By following the conversations between Henry, a veteran financial advisor and his coach, readers become engaged in a disciplined, yet fully personalized process to ensure their legacy, like Henry’s, is the one they want.
Exit is not a Four Letter Word: How to Transition Your Business Profitably and Proudly (Entrepreneur Edition)
EXIT is NOT a Four-Letter Word – How to Transition Your Business Profitably & Proudly (Entrepreneur Edition) builds on the success and structure of its predecessor. In a more concise, yet broadly applicable way, the book continues Henry’s story as he devotes the latter years of his own career as an advisor to coaching his business-owner friends and clients through the development of their personal succession plans. Delivered in the same entertaining and informative style, this book empowers advisors and entrepreneurs with peace of mind and great realization of value for their life’s work.
Blunder, Wonder, Thunder: Powering your Practice to New Heights
In Blunder, Wonder, Thunder: Powering your Practice to New Heights, coach and counselor George Hartman explores the life cycle of a financial advisory practice through the Blunder, Wonder and Thunder stages and traces the processes advisors should implement to build a successful and enduring practice. Using case studies and coaching sessions based on the experiences of 6,000 advisors he has counseled, George translates the theoretical into the practical; with the addition of Action Plans at the end of each chapter, he provides a step–by-step guide to a booming business. Whether advisors are setting out to build their practices or nearing the end of their journeys and planning their exits, this book provides an entertaining yet practical road map. Every advisor who reads this book will come away with a renewed sense of urgency to be the best he or she can be —and will know just how to attain that goal. George is the author of acclaimed best sellers Risk is a Four ‐Letter Word and Risk is Still a Four-Letter Word. He also writes a monthly column for industry newspaper Investment Executive on the subject of practice development for financial advisors, and is a featured columnist for the Hong Kong Journal of Financial Planning.
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