The book, “The Power of Practice Management,” provides independent financial advisers with how-to tips for improving their businesses. The book demonstrates to advisers that building a successful practice is about more than just generating revenue and also introduces best practices that have evolved from changes in the financial services industry.
Author Matt Matrisian, Genworth Wealth Management’s director of practice management, draws on his experience with financial advisers, and the expertise of predecessor firms AssetMark Investment Services Inc. and Quantuvis Consulting, to create a roadmap for turning good businesses into better ones.
“I’m excited to share with advisers the practice management knowledge our team has garnered from years of experience,” Matrisian said. “The financial services industry has undergone many changes in the last few years, evolving and adjusting to meet clients’ demands. Advisers need to understand best practices and key issues for addressing those demands. The insights in this book help them develop efficient, client-focused wealth management firms.”
“The Power of Practice Management” is available for purchase through Amazon.com and at national booksellers.