开始个人的金融顾问实践

书籍目录

PrefaceAcknowledgmentsChapter One: Is It Your Time to Move to Independence?   The Financial Benefits  Risk  The Entrepreneurâ ™s TestChapter Two: What Does It Mean to Be in Business For Yourself, and Who Does It Well?   Time  People Make the DifferenceChapter Three: Creating Your Business  Choosing Your Market Niche  Structuring Your Business to Serve Your Market Niche  Creating Your Organizational ModelChapter Four: Staffing and Compensation  Filling Positions in Your Model with the Right People  Your Fringe Benefit Package as a Recruitment, Retention, and Productivity Tool  Fringe Benefits Summary  Managing Workforce GrowthChapter Five: Leaving Your Current Employer  Preparing for the D-Day Invasion  Protecting Your ConfidentialityChapter Six: Choosing Your Business Space  Interior Design  Office Location and Image  Finding the Right Building  Negotiating for SpaceChapter Seven: Equipment and Supplies  The Rubber Band PhenomenonChapter Eight: FinancingChapter Nine: Legal Format and Protecting Your Investment  Incorporate or Not?   Protecting Your Business InvestmentChapter Ten: Ask What Your Government Can Do For You  Federal Government  State Government  Local Government  Other Not-for-Profit ResourcesChapter Eleven: Converting Existing Clients or Customers to Your New BusinessChapter Twelve: Gaining New Clients and Customersâ The Right Way  â Man Must Sit in Chair with Mouth Open for Very Long Time before Roast Duck Fly inâ   Advertising  Public Relations  Create Your Own Public Relations through Newsletters and E-Newsletters  Direct Mail  Networking: The Natural Way to Gain New Clients  Educational Seminars  Teaching the Seminars  ReferralsChapter Thirteen: Managing Your Business  The Pugil Stick Effect  Manage Your Business or It Will Manage You  Time Management  Activities Management  Putting Your Goals into Action  It Is as Easy as A-B-C  Techniques of Activities Management  Summary  People Management  Talk, Talk, Talk, and Talk  Creating Your Organizationâ ™s Employee Structure  Evaluate Results but Manage Activities  Creating and Implementing Your Businessâ ™s Strategic Plan  Appreciate and Validate or The Duck Sauce Factor  Which Clients or Customers Do You Want?   Managing Your Clients and Customers  Treating Clients as People  Managing during Tough TimesChapter Fourteen: Your Exit Strategy  Price  Who Will Buy or Receive Your Business?   How to Receive Payment for Your Business  Special Considerations in Selling to Family Members  Retirement Planning  The End of the RainbowAppendix A: Reading ListAppendix B: Newsletter and E-News ExamplesIndexAbout the Author

作者简介

Praise for STARTING YOUR OWN PRACTICE



"This book will become your blueprint for success if you decide to go down the path of going into business for yourself."--Dr. Bob Froehlich, Chairman Investor Strategy Committee, Scudder Investments



If you're tired of working for someone else and have contemplated striking out on your own, Starting Your Own Practice: The Independence Guide for Professional Service Providers can turn your dream of owning an independent business into a reality.



Written from the perspective of successful entrepreneur and investment advisor, Robert Fragasso, this book is designed to help professionals who provide skilled personal service--from investment advisors, brokers, consultants, attorneys, and accountants to computer programmers, healthcare professionals, and architects--make the right choices as they pursue their independent business endeavors.



Filled with in-depth insight and practical advice, Starting Your Own Practice lays out a complete blueprint to business independence that includes:Deciding whether self-employment is right for youHow to leave your current employerStructuring the marketing, management, staffing, and general operation of your businessConverting existing clients or customers to your new business as well as gaining new clients and customersThe best ways to finance your businessProtecting yourself and your business from liability and loss

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