The Power of Practice Management: Best Practices for Building a Better Advisory Business + Website

Preface Acknowledgments Introduction Part 1: Business Strategy and Planning Chapter 1: A Look at the Landscape Chapter 2: A View into Top-Performing Firms Chapter 3: The Emergence of Business-Think Chapter 4: The Four Essential Disciplines Chapter 5: Bringing it all Together Chapter 6: What is Business Strategy and Planning? Chapter 7: Getting the Vision Thing Chapter 8: Building a Business Blueprint Chapter 9: Managing Business Performance Chapter 10: Benchmarking Are You Making Progress? Part 2: Business Development Chapter 11: The Business Development Landscape Chapter 12: Target Clients and Niche Markets Chapter 13: Landing Your Brand Chapter 14: The Elevator Speech Chapter 15: A Marketing Plan Chapter 16: Referrals: An Untapped Opportunity Chapter 17: The Referral Management Process Chapter 18: Unlocking Client Feedback Part 3: Harnessing Human Capital Chapter 19: The Value of Human Capital Chapter 20: Holding Hands Through Hiring Chapter 21: Tapping into Training Chapter 22: Job Descriptions and Performance Reviews Chapter 23: Climbing the Ladder Chapter 24: Creating Compelling Compensation Plans Part 4: Optimizing Operations Chapter 25: Operations Optimization Chapter 26: Client-facing Processes Chapter 27: Client Modeling System Chapter 28: The Client Service Model Chapter 29: The State of the Industry Chapter 30: External Sales Chapter 31: Internal Successions