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Q: Procedures manual for financial advisor ( No Answer,   2 Comments )
Question  
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.
Answer  
There is no answer at this time.

Comments  
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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