开始个人的金融顾问实践：如何成功的驾驭转变 STARTING YOUR OWN PRACTICE:
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作者： Robert Fragasso著
出 版 社： 吉林长白山
出版时间： 2005-12-1字数：版次： 1页数： 217印刷时间： 2005/12/01开本：印次：纸张： 胶版纸I S B N ： 9780471733058包装： 平装内容简介
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.
目录
Preface
Acknowledgments
Chapter One: Is It Your Time to Move to Independence?
The Financial Benefits
Risk
The Entrepreneurâ ™s Test
Chapter Two: What Does It Mean to Be in Business For Yourself, and Who Does It Well?
Time
People Make the Difference
Chapter Three: Creating Your Business
Choosing Your Market Niche
Structuring Your Business to Serve Your Market Niche
Creating Your Organizational Model
Chapter 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 Growth
Chapter Five: Leaving Your Current Employer
Preparing for the D-Day Invasion
Protecting Your Confidentiality
Chapter Six: Choosing Your Business Space
Interior Design
Office Location and Image
Finding the Right Building
Negotiating for Space
Chapter Seven: Equipment and Supplies
The Rubber Band Phenomenon
Chapter Eight: Financing
Chapter Nine: Legal Format and Protecting Your Investment
Incorporate or Not?
Protecting Your Business Investment
Chapter Ten: Ask What Your Government Can Do For You
Federal Government
State Government
Local Government
Other Not-for-Profit Resources
Chapter Eleven: Converting Existing Clients or Customers to Your New Business
Chapter 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
Referrals
Chapter 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 Times
Chapter 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 Rainbow
Appendix A: Reading List
Appendix B: Newsletter and E-News Examples
Index
About the Author
