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

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

• 作者：传奇☂ 发布时间：2012-03-26 10:37:46

  2012-2-22 人生，可能每天懂得一点就会变得很有乐趣。

• 作者：GQ 发布时间：2015-05-23 17:17:49

  很久没在豆瓣上标记书，这两天看完西西的这本书想写东西，打开来很吃惊大部分人这么不看好她这本书。

• 作者：kayoko 发布时间：2019-06-25 20:34:48

  还行

• 作者：了了 发布时间：2022-03-25 16:54:51

  第一次接触社会学的书

• 作者：云间步行 发布时间：2024-03-21 14:34:07

  前半本的穿越智斗还挺有意思的，后面明显铺得太多收得力不从心了

• 作者：kunii777 发布时间：2017-10-05 14:41:20

  方读此，勿慕彼，此未终，彼勿起。

• 简评考研单词速记指南

  作者：寒雨连江吴歌起 发布时间：2016-03-01 11:24:09

  一本为了不择手段记单词而一定程度上弱化了单词词根、发音和用法的书。

  对我而言他的价值在于，在这本书里面提到的十二种单词记忆和变形方式可以成为我理解单词的参考。

  在这十二章中间，大体上来说给我启发的是元音降级 、辅音音似、糅合造词 、颠倒字母 、拟声象形 、押韵 ；我确定靠谱的是：拉希借鉴、神话传说 、摘取词句 ；我确定完全扯淡的是：反义同源 、外来语、中国好谐音 。

  简单地来说，我可以试着理解一个变态的想法，但是为了我的心理健康我并不希望自己通过模仿变态的思维方式而成为一个变态。

  第一章 元音降级

  辅音字母不变，元音字母依aeiou的顺序降级处理

  第二章 辅音音似

  舌齿音std，双唇音bpf，舌腭音rln，喉根音gkh

  第三章 摘取词句

  取长单词中间的一部分，相当于取小名

  第四章 反义同源

  第五章 外来语

  第六章 拉希借鉴

  第七章 糅合造词

  第八章 中国好谐音

  第九章 颠倒字母

  第十章 神话传说

  第十一章 拟声象形

  第十二章 押韵

• 有条件的爱还叫母爱吗？什么是亲情操纵者！

  作者：书友清泉 发布时间：2019-08-31 13:05:28