Change One Letter, Change Your Future
A Guide To Working “On”, Not Just “In” Your Business
If your financial business is making money for your clients but failing to meet your own financial objectives, Patrick Clarke is here to help. This book will show you: The importance of working "on" your business, not just "in" it. How to build a base of long-term clients. The importance of a comprehensive business plan. Why economic cycles don't impact your long-term success. The importance of working with your key metrics. When to sell (and how). Let Patrick Clarke show you the strategies and practices to help you: Build and use a budget that best fits your needs and long-term goals. Choose and design the metrics that apply to your business model. Retain clients in a down market. Utilize strategies to implement better business practices. As co-chairman of NorthStar Financial Services Group LLC in Omaha, Clarke has helped build NorthStar into a multifaceted organization with more than $60 billion in assets under management and administration. NorthStar operates a number of subsidiaries, offering mutual fund administration, compliance services, money management and custodial services. With that sort of pedigree, Clarke has been where you are now. With this book, he lays out all the strategies, programs and other advice that have brought him the success he has enjoyed. He's happy to pass all that wisdom on to you so you can build a financial business that is every bit as successful as it is personally rewarding.