TITLE

Boost the Value of Your Business

AUTHOR(S)
Hull, Sam
PUB. DATE
January 2010
SOURCE
Journal of Financial Planning;Jan2010 Practice Management, p22
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
48095864

 

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