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Author: Harold Lewis
Publisher: Kogan Page Publishers
ISBN: 9780749441364
Category : Business & Economics
Languages : en
Pages : 248
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Book Description
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.
Author: Harold Lewis
Publisher: Kogan Page Publishers
ISBN: 9780749441364
Category : Business & Economics
Languages : en
Pages : 248
Get Book Here
Book Description
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.
Author: Harold Lewis
Publisher: Kogan Page Publishers
ISBN: 0749448415
Category : Business & Economics
Languages : en
Pages : 241
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Book Description
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.
Author: Harold Lewis
Publisher: Kogan Page Publishers
ISBN: 9780749446390
Category : Business & Economics
Languages : en
Pages : 244
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Book Description
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.
Author: Peter Mallouk
Publisher: John Wiley & Sons
ISBN: 1118929004
Category : Business & Economics
Languages : en
Pages : 208
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Book Description
Identify mistakes standing in the way of investment success With so much at stake in investing and wealth management, investors cannot afford to keep repeating actions that could have serious negative consequences for their financial goals. The Five Mistakes Every Investor Makes and How to Avoid Them focuses on what investors do wrong so often so they can set themselves on the right path to success. In this comprehensive reference, readers learn to navigate the ever-changing variables and market dilemmas that often make investing a risky and daunting endeavor. Well-known and respected author Peter Mallouk shares useful investment techniques, discusses the importance of disciplined investment management, and pinpoints common, avoidable mistakes made by professional and everyday investors alike. Designed to provide a workable, sensible framework for investors, The Five Mistakes Every Investor Makes and How to Avoid Them encourages investors to refrain from certain negative actions, such as fighting the market, misunderstanding performance, and letting one's biases and emotions get in the way of investing success. Details the major mistakes made by professional and everyday investors Highlights the strategies and mindset necessary for navigating ever-changing variables and market dilemmas Includes useful investment techniques and discusses the importance of discipline in investment management A reliable resource for investors who want to make more informed choices, this book steers readers away from past investment errors and guides them in the right direction.
Author: William Reeb
Publisher: John Wiley & Sons
ISBN: 0870519026
Category : Business & Economics
Languages : en
Pages : 400
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Book Description
Being your clients’ Most Trusted Business Advisor is not about selling and making pitches. It’s really about showing an interest in your clients, asking the kind of questions that will help you learn what is important to them, and then listening. Based on the AICPA’s successful Trusted Business Advisor Program and intended for CPAs who want to take their consulting practice to the next level, this workbook provides approaches to help you do just that. By the time you finish working through the book’s helpful forms and exercises you will be better able to: have critical conversations with your clients ask the right questions effectively be a better listener easily identify services that will add value to your clients’ organizations avoid administrative pitfalls throughout the process effectively market your services, and profitably grow your practice Find out how to uncover critical client needs in ten minutes or less, how to help your clients prioritize their wish lists, and how to help them quantify the value of addressing each of the issues that keep them awake at night!
Author: Mark C. Tibergien
Publisher: John Wiley and Sons
ISBN: 9780470884959
Category : Business & Economics
Languages : en
Pages : 304
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Book Description
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.
Author: P. Palaveev
Publisher: John Wiley & Sons
ISBN: 1118209540
Category : Business & Economics
Languages : en
Pages : 247
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Book Description
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
Author: Jim H. Ainsworth
Publisher: John Wiley & Sons
ISBN: 9780471155614
Category : Business & Economics
Languages : en
Pages : 258
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Book Description
Everything you need to know to succeed in today's fastest growingsector of the consulting market. Jim Ainsworth is an extremely successful financial planningprofessional with more than 30 years in the business. In How toBecome a Successful Financial Consultant, he tells you everythingyou need to know to move into financial consulting. He familiarizesyou with all the types of planning that financial consultants dealwith, as well as the various investment vehicles. And, based on hisown experiences and those of other successful financial consultantsacross the nation, he supplies you with a proven blueprint forsuccess. You get expert advice, guidance, and insiders' tips on howto: * Get the education, experience, and licensing you need to qualify. * Get certified (and whether you need to). * Develop a surefire success plan. * Set up a practice and attract clients. * Network, market, and sell your services. * Set fees and collect other forms of compensation for yourservices. * Avoid the 10 most common mistakes that beginners make. * Get the most out of meetings and professional conferences. Written by Jim Ainsworth, a financial planning professional with 30years in the business, this valuable guide provides professionalsinterested in making the move into financial consulting witheverything they need to know to make a living investing otherpeople's money. Drawing on his personal experiences and those of colleagues acrossNorth America, Ainsworth covers all the bases. He begins bydescribing the three major groups of financial planners and theseven different styles of asset management and helps you to decidewhich is right for you. You find out all about the various types offinancial planning that most consultants deal with--includingestate planning, retirement planning, and family financialplanning--and the best investment vehicles currentlyavailable. Ainsworth then cuts to the chase and provides the nuts-and-boltsinformation you need to make it as a financial adviser. Writing ina down-to-earth style, he tells you what type of education andexperience you need to become an effective financial consultant,how to become licensed, how to get started in business, how to setfees and receive compensation, how to market your services andpromote different financial instruments, and much more. He showsyou how to develop a surefire success plan, and he supplies expertadvice and guidance on how to avoid the top 10 beginners'mistakes. Throughout this book, Ainsworth advocates taking a holisticapproach to financial planning--one that takes into considerationnot just people's differing needs, but their contrasting attitudesabout money and investments. To that end, he provides insightfulprofiles of the different types of "money personalities" in thefinancial world and shows you how to identify and successfully workwith each type. How to Become a Successful Financial Consultant is your completeguide to making it in today's fastest growing sector of theconsulting market.
Author: Bill Crager
Publisher: John Wiley & Sons
ISBN: 1119260620
Category : Business & Economics
Languages : en
Pages : 223
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Book Description
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.
Author: Anthony F. Buono
Publisher: IAP
ISBN: 1623961734
Category : Business & Economics
Languages : en
Pages : 389
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Book Description
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.
