开始个人的金融顾问实践：如何成功的驾驭转变 STARTING YOUR OWN PRACTICE: pdf 在线 2025 epub 免费 书籍 下载

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.

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

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书籍介绍

Praise for STARTING YOUR OWN PRACTICE

"This book will become your blueprint for success if you decide to go down the path of going into business for yourself."--Dr. Bob Froehlich, Chairman Investor Strategy Committee, Scudder Investments

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 turn your dream of owning an independent business into a reality.

Written from the perspective of successful entrepreneur and investment advisor, Robert Fragasso, this book is designed to help professionals who provide skilled personal service--from investment advisors, brokers, consultants, attorneys, and accountants to computer programmers, healthcare professionals, and architects--make the right choices as they pursue their independent business endeavors.

Filled with in-depth insight and practical advice, Starting Your Own Practice lays out a complete blueprint to business independence that includes:Deciding whether self-employment is right for youHow to leave your current employerStructuring the marketing, management, staffing, and general operation of your businessConverting existing clients or customers to your new business as well as gaining new clients and customersThe best ways to finance your businessProtecting yourself and your business from liability and loss