开始个人的金融顾问实践

出版时间：2005-12  出版社：John Wiley & Sons Inc  作者：Fragasso, Robert  页数：217  

内容概要

Does your current work situation bother you? Do things beyond the ordinary, day-to-day issues of working in a business environment—such as lack of input into important company decisions and compensation—continue to frustrate you? 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 help make the transition as smooth as possible.     Written from the perspective of successful entrepreneur and investment advisor, Robert Fragasso, Starting Your Own Practice has been designed to help professionals who provide skilled personal service—especially those who already have experience as investment advisors, brokers, consultants, attorneys, and accountants, as well as insurance and real estate agents—make the right choices as they pursue their independent business endeavors. But, the principles contained here are also readily transferable to a much wider segment of the service sector, including computer programmers, architects, and healthcare professionals.     Filled with in-depth insight and practical advice, Starting Your Own Practice begins by helping you decide if you should go into business for yourself. You'll gain a realistic look at the financial benefits and risks associated with going at it on your own—as well as take an entrepreneur's test that offers an honest assessment of whether self-employment is right for you.    Once you've made the decision to move forward, Starting Your Own Practice will help you plan your next moves, with valuable information on structuring the marketing, management, staffing, and general operation of your business. Fragasso lays out a complete blueprint to independence that includes all of the aforementioned issues, plus guidance on:     Leaving your current employer     Converting existing clients or customers to your new business as well as gaining new clients and customers     Finding the best ways to finance your business     Protecting yourself and your business from liability and loss     Choosing your business space     Gaining access to federal, state, and local assistance     Going into business for yourself requires careful thought and consideration, but with Starting Your Own Practice as your guide, you'll quickly learn how to turn the dream of owning an independent business into a reality. 　　作者简介：ROBERT FRAGASSO has over three decades of experience in the investment and financial planning fields. He directs the planning, management, analysis, research, and review of all client programs at The Fragasso Group, Inc. After serving in the U.S. Marine Corps and graduating from Duquesne University, he did post-graduate work in accounting, finance, and economics through Carnegie Mellon and the University of Pittsburgh, and in investments via the New York Institute of Finance. Fragasso has been a Certified Financial Planner (CFP) since 1982 and is a member of the Financial Planning Association. He is also a Certified Divorce Financial Analyst through the Institute for Divorce Financial Analysts.

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