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Book Cover
E-book
Author Fragasso, Robert

Title Starting Your Own Practice The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers
Edition 2nd ed
Published Newark : John Wiley & Sons, Incorporated, 2020

Copies

Description 1 online resource (226 p.)
Contents Cover -- Title Page -- Copyright -- Contents -- Foreword -- Preface -- Acknowledgments -- Chapter 1 Is it Your Time to Move to Independence? -- The Financial Benefits -- Risk -- The Entrepreneur's Test -- Chapter 2 What Does it Mean to Be in Business for Yourself and Who Does it Well? -- Time -- People Make the Difference -- Chapter 3 Creating Your Business -- Choosing Your Market Niche -- Structuring Your Business to Serve Your Market Niche -- Your Unique Value Proposition -- Creating Your Organizational Model -- James Bond, Secret Agent -- The College Rathskeller -- The Special Ops Team
A Corporation with Departmental Special Ops Teams -- Should You Build Resources Internally or Acquire Strategic Partners? -- The Licensing Solution -- Chapter 4 Staffing and Compensation -- Your Fringe Benefit Package as a Recruitment, Retention, and Productivity Tool -- Retirement Plans -- Life Insurance -- Disability Insurance -- Health Insurance -- Vacation, Sick, and Personal Days -- Cafeteria and Pretax Plans -- Employee Education and Skills Training -- Wellness and Self-Improvement Training -- Fringe Benefits Summary -- Managing Workforce Growth -- Chapter 5 Leaving Your Current Employer
Protecting Your Confidentiality -- Chapter 6 Choosing Your Business Space -- Interior Design -- Office Location and Image -- Finding the Right Building -- Negotiating for Space -- Chapter 7 Equipment and Supplies -- Financing -- Legal Format and Protecting Your Investment -- Incorporate or Not? -- Protecting Your Business Investment -- Ask What Your Government Can Do For You -- Federal Government -- State Government -- Local Government -- Other Not-for-Profit Resources -- Chapter 8 Converting Existing Clients or Customers to Your New Business
Chapter 9 Gaining New Clients and Customers-The Right Way -- The Sales Continuum -- Advertising -- Public Relations -- Create Your Own PR through Newsletters and E-Newsletters -- Direct Mail and Digital -- Direct Mail and Email Tied to Demonstration or Consultation -- Direct Mail or Email Offering Information upon Response -- Networking -- The Natural Way to Gain New Clients -- How to Network? -- Educational Seminars -- Teaching the Seminars -- Referrals -- Chapter 10 Managing Your Business -- Getting Started -- The Pugil Stick Effect -- Manage Your Business or It Will Manage You
Time Management -- Activities Management -- Self -- Exercise -- Family -- Spirituality -- Career -- All areas of your life -- Putting Your Goals into Action -- Personal -- Family -- Spirituality -- Career -- It Is as Easy as A-B-C -- Techniques of Activities Management -- Summary -- People Management -- Talk, Talk, Talk, and Talk -- Creating Your Organization's Employee Structure -- Owner -- Owner -- Clerical/Secretarial Support -- Revenues - Expense &equals -- Profits -- CEO -- President -- Marketing -- Evaluate Results but Manage Activities -- Corrective Action with Employees
Notes Description based upon print version of record
Subject Financial planners.
Investment advisors.
New business enterprises -- Planning
investment counsels.
Financial planners
Investment advisors
New business enterprises -- Planning
Form Electronic book
ISBN 9781119723011
1119723019