G2 building the next generation

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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Detalles Bibliográficos
Otros Autores: Palaveev, Philip, author (author)
Formato: Libro electrónico
Idioma:Inglés
Publicado: Hoboken, New Jersey : Wiley 2017.
Edición:1st edition
Colección:Bloomberg financial series.
THEi Wiley ebooks.
Materias:
Ver en Biblioteca Universitat Ramon Llull:https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009630746706719
Tabla de Contenidos:
  • 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.