Genworth Financial Wealth Management has published a new book – The Power of Practice Management – aimed at providing independent financial advisers with "how-tos" for improving their businesses.
The book introduces best practices that have evolved from changes in the financial services industry and demonstrates that building a successful practice is about more than just generating revenue.
"I’m excited to share with advisors the practice management knowledge our team has garnered from years of experience," says author Matt Matrisian. "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."
Gurinder S. Ahluwalia (pictured), chief executive and president, Genworth Wealth Management, believes the book fits the firm’s philosophy of helping advisers build great businesses.
"At Genworth, we help advisors navigate their practices with confidence,” he says. “Our purpose is helping them make positive differences in both their clients’ lives and their own businesses. This book is a natural step in our commitment to advisors’ success."
