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Run It Like a Business

Top Financial Planners Weigh in on Practice Management

Run It Like a Business by Richard J Koreto
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The collapse of do it yourself investing has created a huge market for professional financial advisors. Wirehouse representatives, lawyers, CPAs, and others are entering the field. While a few individuals have become wildly successful, many planners struggle to survive.

Success as a financial planner depends more on an individual's overall management skills than his or her stock picking ability, says veteran financial writer Richard Koreto. For the first time ever, he has compiled advice from some of the nation's leading financial services professionals into a single book. Run It Like a Business: Top Financial Planners Weigh In on Practice Management takes readers step by step from starting on their own to selling a practice at the end of their career.

Dearborn Trade Publishing; May 2004
272 pages; ISBN 9781598755039
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Title: Run It Like a Business
Author: Richard J Koreto
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