The Efficient Practice + Website – Transform and Optimize Your Financial Advisory Practice for Greater Profits

<p>Introduction xi</p>
<p>Part One Management Efficiency</p>
<p>Chapter 1 The Efficient Management Philosophy 3</p>
<p>Communication Is Key 4</p>
<p>The Irony of Micromanaging 7</p>
<p>Delegate, Don t Dominate 10</p>
<p>Summary 18</p>
<p>Chapter 2 Managing Resources 21</p>
<p>Efficiency versus Efficacy 21</p>
<p>Outsourcing 26</p>
<p>Downsizing 29</p>
<p>Managing Change: A Process of Inclusion 31</p>
<p>Summary 34</p>
<p>Chapter 3 Managing People and Communications 37</p>
<p>Step One: Pre–hire Preparation 37</p>
<p>Step Two: Background Information 38</p>
<p>Step Three: The Interview 39</p>
<p>Developing a Compensation Plan 40</p>
<p>Handling Confidential Information 45</p>
<p>Two Examples 46</p>
<p>The Holistic Approach 47</p>
<p>The Right Job Done by the Right People 53</p>
<p>Summary 56</p>
<p>Part Two Technology Efficiency</p>
<p>Chapter 4 Client Relationship Management 61</p>
<p>Leveraging Technology 61</p>
<p>Summary 71</p>
<p>Chapter 5 Other Software Issues 73</p>
<p>Evernote 73</p>
<p>Digital Note–Taking Tools 74</p>
<p>Tablets and Storage Solutions 75</p>
<p>Rebalancing Software 79</p>
<p>Summary 82</p>
<p>Chapter 6 Systems Integration 85</p>
<p>Software Integration and Communication 85</p>
<p>Protecting Client Data 88</p>
<p>Summary 91</p>
<p>Part Three Process Efficiency</p>
<p>Chapter 7 Building Procedures 95</p>
<p>Financial Plan Production Procedure 97</p>
<p>Flowcharts 100</p>
<p>Business Continuity Plans 102</p>
<p>Social Media Policies 105</p>
<p>Using Technology to Standardize Client Service Procedures 108</p>
<p>Summary 112</p>
<p>Chapter 8 Workflow Management Systems 115</p>
<p>Project Management Workflows 122</p>
<p>Workflow Systems: Efficient Methods for Tracking</p>
<p>Tasks in the Office 125</p>
<p>Summary 127</p>
<p>Part Four Design Efficiency</p>
<p>Chapter 9 Office Space Utilization 131</p>
<p>Creating a Paperless Office 132</p>
<p>Communications in the Office 135</p>
<p>Auditory and Visual Distractions 135</p>
<p>Outsourcing 138</p>
<p>Improving First Impressions 138</p>
<p>Feng Shui Tips for Your Business and Office 140</p>
<p>Summary 142</p>
<p>Chapter 10 Efficient Branding 145</p>
<p>Blue Ocean Strategy 145</p>
<p>Marketing Services 152</p>
<p>Efficient Websites 152</p>
<p>Summary 156</p>
<p>Afterword 159</p>
<p>Impact on Productivity, Profitability, Time Management, and Firm Capacity 161</p>
<p>Impact on Business Valuation 161</p>
<p>First Case Study 162</p>
<p>Second Case Study 165</p>
<p>About the Companion Website 171</p>
<p>About the Author 173</p>
<p>Index 175</p>