Boost the Value of Your Business

Hull, Sam
January 2010
Journal of Financial Planning;Jan2010 Practice Management, p22
Academic Journal
The article highlights several steps that play an important role in a business value improvement program. This business value improvement program is emphasized based on the story of Kathy, a financial planner. The story presents how Kathy manages to improve the value of her business through the five areas in business that need to be examined, including the client risk, revenue, and business efficiency. Further, it stresses the importance of customer relationship management (CRM) software in creating standard operating procedures for critical activities and client workflow needs.


Related Articles

  • Simply a case of having to make it work. MCKENNA, IAN // Money Marketing;1/8/2015, Issue 1467, p33 

    The author points out the need for the financial and investment advice sector to have simplified solutions to remain relevant to the 21st century consumers. Topics discussed include predictions in the industry that simplified advice will fail and the author's belief that the conventional advice...

  • THE GOOD, THE BAD, & THE UGLY. Blum, Steven G. // Saturday Evening Post;Jan/Feb2016, Vol. 288 Issue 1, p80 

    The article discusses ways to know the worthiness of a financial advice. Topics mentioned include how good financial advisors can give a client extraordinary value, the differences between investment advice and financial advice, and the role economic science plays in investing, markets, and what...

  • The Changing Role of the Financial Planner Part 1: From Financial Analytics to Coaching and Life Planning. Dubofsky, David; Sussman, Lyle // Journal of Financial Planning;Aug2009, Vol. 22 Issue 8, p48 

    This report is the first in a two-part study of the emerging role of coaching in financial planning. This first paper reports the results of our survey, which support the thesis that financial acumen is necessary for financial planning, but not sufficient Implications for training and...

  • Using Software for Compliance Activities. King, Rebecca // Journal of Financial Planning;Nov/Dec2010 Practice Management, p20 

    The article focuses on the application of software/electronic tool for compliance activities of financial advisers. It notes that the tool is used in developing the compliance policy manual and procedures in financial planning. Research finds out that over one-third of the advisers use the tool...

  • Making the Case. King, Rebecca // Journal of Financial Planning;Dec2008, Vol. 21 Issue 12, Special section p6 

    The article reports on the value of financial planning and methods for financial planners to gain clients as well as keep them. Marketing for financial planners can include the messages of confidence in financial futures, control of personal finances, and education in financial issues. Also,...

  • Bargain financial advice.  // Consumer Reports;Feb2006, Vol. 71 Issue 2, p29 

    The article offers a look at low- and no-cost financial planning services. Brokerage firms, banks, insurers, and mutual fund companies are looking to serve baby boomers who are planning for retirement. The services provide investment advice. Vanguard and T. Rowe Price offer advice on specific...

  • For Successful Change, Start with Yourself. Levin, Ross // Journal of Financial Planning;Aug2013, Vol. 26 Issue 8, p30 

    The author offers opinions on investment advising and financial planning. It is argued that investment advisers must be prepared to acknowledge their own fallibility and the uncertainties of financial markets to clients, to be prepared to acknowledge errors to employees and to be willing to...

  • SEC's RAND Study: Trojan Horse for the Brokerage Industry? Thompson, Duane // Journal of Financial Planning;Mar2007, Vol. 20 Issue 3, p30 

    The article discusses a study by the United States Securities and Exchange Commission and RAND Center for Corporate Ethics, Law and Governance concerning confusion between broker and adviser regulation. The study was commissioned after the Securities and Exchange Commission's Rule 202 spurred...

  • Be Careful What You Wish For Large-firm financial planning in the wake of court ruling. Lee, Shelley A. // Journal of Financial Planning;Oct2007, Vol. 20 Issue 10, p28 

    The article discusses ramifications of the overturn by a U.S. federal court of Securities and Exchange Commission (SEC) Rule 202. Independent financial planners will no longer be able to exploit the Rule as a marketing tool. Large financial institutions that already offer financial planning...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics