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Practice management is confused with marketing, or is limited to strategizing about branding, or simply equated to old-school salesmanship.
Practice management is how you build an organized toolbox of all your processes - branding, marketing, service activities, core functions - and constantly tune and keep that toolbox efficient and effortless. It's a network of interrelated skills, processes and strategies that build value in a business while making it manageable, scalable, and ensuring the owner runs the business and not the other way around.
Duncan MacPherson and Pareto Systems have been in the forefront of practice management in the realm of the professional advisor for a quarter-century. Chris Jeppesen of First Trust brings his own decades of professional knowledge to the table. The processes in The Advisor Playbook have grown over those years, through constant refinement and improvement. They'll help you to perform that same refinement and improvement on your business, and regain liberation and order in your personal and professional life.
As you progress through the book, you'll realize that each process is implemented in synergy with every other. Referrals are influenced by your service, which is influenced by your process, which is influenced by your philosophy, which is influenced by your ideal client definition, life and business goals. Nothing exists in a vacuum, and everything is, in the end, focused on a single unwavering goal: To build real, advocate relationships with your ideal clients that will generate both growth through referrals and the capacity for that growth.
The Advisor Playbook will guide you to an actionable plan and process that makes going to work a positive experience, and a positive investment.
Customer ReviewsMost Helpful
By JF on 08-06-18
This book really is the playbook advisors need. I got many great ideas, and each idea is actionable, not just a vague notion. My business is in the process of being transformed, and many of the improvements have come directly or indirectly from ideas in this book.
By Justin Price on 12-20-17
How could the performance have been better?
The material is phenomenal. The audiobook has portions that literally sound like they were recorded on an iPhone - in a bathroom. Only some sections are that way, though. Once you get past it, the content is great!