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G2 : building the next generation /

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Vital guidance to ensuring the future of your firm G2: Building the Next Generation provides financial advisory firms with a clear roadmap to management succession. Based on the author's 17 years of experience with over 1,000 firms, this book provides a systematic process to help you identify,...

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Bibliographic Details
Main Author: Palaveev, Philip, 1973- (Author)
Format: eBook
Language:English
Published: Hoboken : Wiley, [2017]
Series:Bloomberg financial series.
Subjects:
Financial services industry > Management.
Investment advisors.
Electronic books.
Online Access:Connect to the full text of this electronic book
Table of Contents:
  • Who are G2?
  • The career track
  • Recruiting G2
  • Taking over client relationships
  • How advisory firms develop new business
  • Be a business developer
  • Managing people
  • Managing up
  • Managing yourself
  • Owner, manager, and leader
  • Adding owners : the firm perspective
  • Buying equity : the G2 perspective
  • The ownership and governance foundation for G2
  • Succession
  • Keeping up with the industry
  • Conclusion
  • Bibliography
  • About the author
  • Index.