Download or read book Service Advising and Management written by Gary LaRosa and published by Jones & Bartlett Learning. This book was released on 2019-01-18 with total page 221 pages. Available in PDF, EPUB and Kindle. Book excerpt: In 'Service Advising and Management', students gain the communication, customer service, and automotive knowledge they need to balance competing demands from customers, technicians, and shop management to become successful service advisors.

Download or read book Service Advising and Management with 1 Year Access to Service Advising and Management Online written by Gary LaRosa and published by . This book was released on 2019-01-31 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: This bundle contains Service Advising and Management AND 1 Year Access to Service Advising and Management ONLINE.

Download or read book Advising Upwards written by Lynda Bourne and published by CRC Press. This book was released on 2016-03-03 with total page 339 pages. Available in PDF, EPUB and Kindle. Book excerpt: Much has been written about leadership and team building, but there are still major gaps in thinking and research about how to engage senior stakeholders in support of an organisation's projects. The central role of stakeholders in the successful delivery of organisational strategy is becoming increasingly recognised, as is the importance of developing a sponsor culture to support more collaborative practices within the organisation. Building, and managing, relationships with senior (upwards) stakeholders is essential for success. Advising Upwards brings together the ideas of experts in fields related to engaging senior stakeholders, such as risk management, decision-making, understanding cultural considerations, effective communication and other disciplines that may enhance the sustainable engagement of senior stakeholders. The starting point is an examination of the difficulties that senior managers face as they move through the ranks of an organisation from middle management to executive levels. Senior managers usually move up through the organisation on the basis of command and control management. Once in the executive ranks they must develop a more collaborative approach and adopt the principles of emotional intelligence (EQ) to succeed. Awareness of difficulties that senior stakeholders may face drives effective approaches for communication between the team and sponsors. Case studies and stories from experts illustrate practical, structured approaches that enable the teams to develop robust relationships with senior stakeholders will result in teams 'being heard', and support their 'being extraordinary' through innovative approaches to advising upwards.

Download or read book Practice Made Perfect written by Mark C. Tibergien and published by John Wiley and Sons. This book was released on 2010-06-04 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: When financial advisers need guidance on running their business, they turn to Mark Tibergien, the most prominent, most respected authority and hands-on consultant on the science and practice of managing financial advisory firms. Together with Moss Adams colleague and principal Rebecca Pomering, they have combined their years of research and analysis to write the definitive book on the subject. The authors first identify how to assess the business and evaluate oneself as a manager. They then present strategic-thinking issues—such as practice models, business plans, and differentiators—in a Socratic style. This is followed by a detailed overview of critical topics, from financial management and human capital to IT and marketing—encompassing the management skills, approaches, and mindsets needed for success. With management tools, worksheets, and industry statistics, Practice Made Perfect is the authoritative book from the industry's expert.

Download or read book How to Value Buy or Sell a Financial Advisory Practice written by Mark C. Tibergien and published by John Wiley and Sons. This book was released on 2010-05-13 with total page 355 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issue—the value of the firm. Unfortunately, many advisers--whether veteran or novice—simply don't know the worth of their practice or how to influence it. That's why How to Value, Buy, or Sell a Financial-Advisory Practice is such an important book. It takes advisers carefully through the logic and the legwork of coming to a true assessment of one of their most important personal assets—their business. Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that's essential and solutions that work.

Download or read book Irreplaceable Service Manager written by Chris Collins and published by . This book was released on 2019-10 with total page 170 pages. Available in PDF, EPUB and Kindle. Book excerpt: When your service department is struggling to reach its goals and management is breathing down your neck, who can you turn to for help? In The Irreplaceable Service Manager, Chris Collins provides you with the roadmap to exponentially improve your service department performance in 90 days or less. From maximizing Fixed Absorption and Customer Retention to optimizing Time Management and Labor Rates, Chris's methods have proven to assist service managers determined to boost their service department results. A sought-after dealership consultant and management expert, Chris offers a platform for action that helps service advisors and managers improve department operations by: Recruiting a team of bulldogs who can make customers happy and ROI numbers soar Utilizing his secrets to increase and maintain a high CSI level Holding people responsible for their jobs to effectively impact time management This book includes hundreds more tips and tricks that will enable you to transform your service department into a well-oiled, lucrative machine - while at the same time making you an Irreplaceable Service Manager.

Download or read book Building A Gold Standard Service Advisor written by Alana Valiño Solis and published by Independently Published. This book was released on 2022-10-19 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Anyone that has been a service manager knows the job is incredibly stressful. Several managers I have worked for used to joke about how they had a full head of hair before they started in service management. As I made my way through the automotive industry, starting at the gas pump and eventually to regional fixed operations management, I discovered that I could manage my stress level and generate amazing net profit by always keeping a finger on the pulse of the drive-through. This initiative-taking approach helped me quickly grow my bottom line and simultaneously keep most of my employees happy. I kept everyone focused on the customer's needs first and always looked for ways to make it easy for everyone to earn money based on performance. If you are a service manager, you know that the first order of business is the profitability of the department - how you are spending the gross profit and how much you have left over at the end of the month in terms of net profit. You cannot manage the bottom line when you are putting out fires created by a lack of communication, overselling, and indifference in your drive-through. Your attention needs to be focused on process, expenses, and customer retention. Keeping a watchful eye on how the customers are treated and being proactive when you see advisors inadvertently planting land mines for you to find daily will save you time and brain damage in the future. If you can become an expert at identifying underlying issues before they turn into major life-altering events, create a supportive atmosphere for your advisors, and be firm with rules, guidelines, and selling tactics. In that case, you will succeed at this job. There are several keys to running a stellar service department. In this book, we will focus on the advisors and the drive-through. We will explore how advisors directly impact the service department daily and how they can impact the amount of hair you have left over at the end of it all. In this book, I will "brake" down the things that identify and help create "Gold Standard Service Advisors." Service managers will find that the core training of each of their advisors is vital and requires constant follow-up and consistent reinforcement on their part. This may be something that you, the manager, do not have time for. So, this book is also about how I can help you. Coupled with my firsthand experiences and examples of how to apply the techniques I teach, a service manager could take the information in this book and build an outstanding team of lean, mean, relationship-building, and labor-selling machines. Or, if you are a service advisor who has finally committed to providing service excellence, the blueprint for you to succeed can be found on these pages. My mission is to identify, train, and empower service managers and service advisors with the knowledge and skills required to build customer relationships that encourage loyalty and that drive long-term profits in the fixed operations of your dealership while streamlining processes throughout the dealership to encourage an efficient and smooth-running environment for the customer to do business in. You CAN turn your service lane into a profitable, minimally stressful environment you can be proud of, and Gold Standard Service Advisors are the key to it all.

Download or read book Millionaire Service Advisor written by Chris Collins and published by . This book was released on 2019-10-08 with total page 136 pages. Available in PDF, EPUB and Kindle. Book excerpt: Service Advisors in the Automotive industry create, arguably, more gross profit than any other employee in the dealership and receive the least amount of training. On top of that, they also have the most influence on customer retention and future new car purchases. The facts are, according to NADA, regular service customers are 17 times more likely to buy their next vehicle from their servicing dealership. And an increase in customer retention rates of just 5% improves dealership profits by 35%. Millionaire Service Advisor is a roadmap on how to do just that, focused on the caring and collecting of customers. Includes an 11 step process on how to implement our Circle of Trust System.

Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!

Download or read book How to Build Your Financial Advisory Business and Sell It at a Profit written by Al Depman and published by McGraw Hill Professional. This book was released on 2009-10-21 with total page 353 pages. Available in PDF, EPUB and Kindle. Book excerpt: Too many financial advisors simply close shop when they decide to exitthe business—squandering untold goodwill and legacy business. Why waste a great opportunity? By applying the advice of Al Depman, a.k.a. “The Practice Doctor,” you can transform your financial services practice into a legacy-focused business that will add substantial wealth to your retirement nest egg. How to Build Your Financial Advisory Business and Sell It at a Profit walks you through the steps of developing, managing, and growing a profitable practice you can sell for enhanced value or bequeath to family members. Depman guides you through the process of forming a sound plan for your financial services business, including how to: Create a team of advocates in marketing and administration Build a sophisticated referral process Develop sales and casedevelopment systems Write a best-practices operations manual Maximize new technology to streamline operations Put a succession plan in place Building a long-term business model is not just good for your future. It will also make you happier and more profitable today. You’ll be able to spend more time with clients. You’llput more energy into finding new ones. You’ll focus more on referral sources. And someone else will do the grunt work. Use How to Build Your Financial Advisory Business and Sell It at a Profit to build your business into more than a simple means to a paycheck—and reap the rewards of your hard work long after you choose to leave the firm.

Download or read book The Supernova Advisor written by Robert D. Knapp and published by John Wiley & Sons. This book was released on 2010-12-17 with total page 166 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Supernova Model is a client service, client acquisition, and practice management model that drives an explosive acceleration in revenue and client satisfaction by capitalizing upon the 80/20 Rule. First implemented by financial advisors at Merrill Lynch—under the leadership of author Rob Knapp—it has grown increasingly popular within the financial services industry. The Supernova Advisor skillfully outlines this proven model and reveals how it can be used to create an exceptional experience for your clients, while significantly growing your business.

Download or read book Statements on Management Advisory Services written by American Institute of Certified Public Accountants. Management Advisory Services Committee on Technical Studies and published by . This book was released on 1974 with total page 46 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The Essential Advisor written by Bill Crager and published by John Wiley & Sons. This book was released on 2016-05-02 with total page 223 pages. Available in PDF, EPUB and Kindle. Book excerpt: Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. This book shows you how to turn this shift into a positive, by positioning your firm to maximize these new opportunities, and deliver the results and experience increasingly expected of financial advisors. You'll learn how to provide the transparency, hands-on interaction, and around-the-clock access today's clients demand, and how to consistently deliver service that robo-advisors cannot duplicate. Emerging technologies do not have to be a threat to your practice—they are tools that represent opportunities to provide greater service to your clients, and smart technology integration will be a hallmark of firms that survive the shift. This guide provides a clear vision of the future of financial services, and an indispensable management framework for maximizing your firm's future value. Advisors are increasingly confused about what clients are seeking, and clients are equally confused about what advisory firms offer that alternatives cannot. This book helps clear the air on both sides by examining the client's perspective of financial services, and helping advisors better communicate their strengths. Articulate the value of your services Leverage new technology to complement your practice Capitalize on opportunities and maximize your firm's value Position your firm to benefit from the changing consumer population Financial advisors can only grow their businesses if clients know what they do, know how to hire them, and can access them affordably. The Essential Advisor shows you to bring your firm into the future successfully.

Download or read book Common Financial Sense Simple Strategies for Successful 401 k 403 b Retirement Plan Investing written by Harris Nydick Cfp(r) and published by Lioncrest Publishing. This book was released on 2018-04-09 with total page 170 pages. Available in PDF, EPUB and Kindle. Book excerpt: The decisions you make about your 401(k) or 403(b) plan today will have a huge impact on your life tomorrow. Your future isn't going to pay for itself. Common Financial Sense will give you the knowledge you need to fund the retirement you deserve. Common Financial Sense helps you to better understand your 401(k) or 403(b) plan and how to save smarter for your retirement. Common Financial Sense lays out the basics of 401(k) and 403(b) planning in simple, easy to understand language. With the guidance of nationally recognized investment experts Harris Nydick and Greg Makowski, you'll learn how to: Choose the investments best suited for you Make other important choices that are appropriate to your stage of life Identify common misconceptions about retirement planning Calculate the optimum amount to save each year Be calm in the face of market fluctuations Get to retirement with a large enough nest egg When it comes to investing for your future, many people don't even know where to begin or what questions to ask. Common Financial Sense is your starting point.

Download or read book Operational Risk Management written by Ariane Chapelle and published by John Wiley & Sons. This book was released on 2019-02-04 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: OpRisk Awards 2020 Book of the Year Winner! The Authoritative Guide to the Best Practices in Operational Risk Management Operational Risk Management offers a comprehensive guide that contains a review of the most up-to-date and effective operational risk management practices in the financial services industry. The book provides an essential overview of the current methods and best practices applied in financial companies and also contains advanced tools and techniques developed by the most mature firms in the field. The author explores the range of operational risks such as information security, fraud or reputation damage and details how to put in place an effective program based on the four main risk management activities: risk identification, risk assessment, risk mitigation and risk monitoring. The book also examines some specific types of operational risks that rank high on many firms' risk registers. Drawing on the author's extensive experience working with and advising financial companies, Operational Risk Management is written both for those new to the discipline and for experienced operational risk managers who want to strengthen and consolidate their knowledge.

Download or read book Starting Your Own Practice written by Robert Fragasso and published by John Wiley & Sons. This book was released on 2020-12-30 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Provides expert insight and advice for professionals looking to strike out on their own, fully updated to reflect current trends and issues Considering the overabundance of professional service providers toiling at monolith employers, you might want to start thinking about business independence. Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers offers you step-by-step guidance on the entirety of the independence process, from your initial decision to break free, to managing your business, to your ultimate exit strategy. In the 15 years since he first wrote Starting Your Own Practice, author Robert Fragasso has gained invaluable practical experience continuing to lead his own independent investment management and financial planning firm. Now in its Second Edition, this popular guide provides more depth on management considerations, transition to business maturity, and eventual profitable business succession. The author has added a wealth of alternative ideas on how to leverage your skills and talents in your own business, license your services and infrastructure, plan for your retirement, and more. Sharing new insights on making the independence move quicker, easier, and less costly, this new edition: Provides straightforward information on both the financial benefits and risks of starting your own practice Helps you decide if you truly want to go into business for yourself Offers expert guidance on planning your move and structuring your marketing, managing, staffing, and general business operations Discusses practical considerations such as leaving your current employer, converting existing clients, protecting your confidentiality, and financing your new business Provides new and revised content throughout, including additional in-depth commentary on management considerations and transition to business maturity Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Other Professional Service Providers is indispensable for anyone providing skilled personal services.

Download or read book Automotive Service Management written by Andrew Rezin and published by Prentice Hall. This book was released on 2013 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Automotive Service Management: Principles into Practice, Second Edition, provides coverage across a wide range of topics that are critically important in the fast-paced, complex world of automotive service management. Exploring over 30 different topics, the text's conversational tone and real-life examples help reinforce key points and concepts. Designed for those in training to enter the automotive service industry, this text also provides sufficient depth and breadth of content to be a valuable resource to support continuing development for industry service professionals.