Starting Your Own Practice: The Independence Guide for Investment Advisors, Attorneys, CPAs and Othe

Chapter OneIs it your time to move on?How you should think about business independenceFinancial benefitsRiskEntrepreneur's testChapter TwoWhat does it mean to be in business for yourself and do it successfully?TimePeople make the differenceChapter ThreeCreating your businessPlanningChoosing your market nicheStructuring your businessYour value propositionCreating your organizational modelUsing partners and licensing to gain scaleChapter FourStaffing and compensationThe right peopleCompensation componentsUnderstanding your workforceChapter FiveLeaving your current employerPlanning and preparingProtecting your confidentialityChapter SixChoosing your business spaceCostProximity to clientsThe right buildingNegotiating for spacePlanning space for future growth and opportunitiesChapter SevenEquipment and suppliesFinancingLegal Format and Protecting Your InvestmentAsk What Your Government Can Do For YouU.S. GovernmentLocal governmentNon-profit resourcesChapter EightConverting existing clients or customers to your new businessChapter NineGaining new clients or customers - the right waySales ContinuumAdvertisingPublic relationsDirect mail and digital with proper professional follow upNetworking - why, what and howEducational seminarsReferralsChapter TenManaging your businessThe Pugil Stick EffectManage it or it will manage youManaging by objectivesTime managementPeople managementPersonnel structureEvaluating results and managing activitiesCorrective actionAppreciation and validationSelecting the right clients or customersYour strategic planManaging your clients or customers - the key to successManaging during bad timesChapter ElevenYour exit strategyYou are not taking it with youWho will buy the business?PriceStructuring and receiving paymentFamily considerationsRetirement planningThe end of the rainbowAppendix: Reading listIndex