What do you think?
Rate this book
Run It Like a Business: Top Financial Planners Weigh In on Practice Management
Professional financial advisors will prosper with this financial planning conference between two covers.
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 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. Each chapter features one or more expert "guides" insight from recognized leaders in the profession explaining how they did it successfully. In addition, Richard Koreto draws on the scores of conferences and seminars he's participated in over the years. Readers will learn how
* Set up an office.
* Attract the best clients.
* Create a marketing plan.
* Manage a staff.
* Choose effective strategic partners.
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 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. Each chapter features one or more expert "guides" insight from recognized leaders in the profession explaining how they did it successfully. In addition, Richard Koreto draws on the scores of conferences and seminars he's participated in over the years. Readers will learn how
* Set up an office.
* Attract the best clients.
* Create a marketing plan.
* Manage a staff.
* Choose effective strategic partners.
Hardcover
Published April 1, 2004
4 people want to read
Ratings & Reviews
Friends & Following
Create a free account to discover what your friends think of this book!
Community Reviews
Displaying 1 of 1 review
October 23, 2025
Richard Koreto has created a masterpiece that every financial advisor should read. Run It Like a Top bridges the gap between theory and practice with precision and clarity. Each chapter feels like attending a private masterclass with some of the best minds in the field. From marketing to client management, Koreto covers it all. This isn’t just a book, it’s a business toolkit for long-term success. A must-read for anyone serious about building a sustainable practice.
Displaying 1 of 1 review