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Subject:
Procedures manual for financial advisor
Category: Business and Money > Finance Asked by: davidph-ga List Price: $10.00 |
Posted:
13 Mar 2005 17:29 PST
Expires: 12 Apr 2005 18:29 PDT Question ID: 494109 |
I am trying to creat a procedures manual for my financial advisory practice. I am looking for links to sample procedures manuals that may exist on the web. A good answer will provide links to resources specific to financial advisors and that are available at no cost. A procedures manual documents all of the various business practices that are involved in running a financial advisory business, including marketing, office procedures, checklists, etc. |
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There is no answer at this time. |
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Subject:
Re: Procedures manual for financial advisor
From: thenextmint-ga on 19 Mar 2005 12:18 PST |
There a ton of resources available to answer your questions. I started my own firm back in December and many resources successfully lead you to others. Go to Amazon and look for the following books and see what other books have been purchased by the same buyers: ISBN: 1-57660-053-X 0-471-22034-5 0-9714436-3-7 These books are on my must-have list. I found that most of my questions were answered as a result. Also, be sure to check for the industry magazines and publications. You will find that you have more information than you might actually need;) We may post some information on our own website at: http://www.thenextmint.com Much success to you! |
Subject:
Re: Procedures manual for financial advisor
From: rye44-ga on 30 Mar 2005 17:35 PST |
Check out the following free trade journal: http://www.magazinesupermart.com/ia-12.html That might help you... |
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