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50 Billion Reasons to Grow Your Practice: A Guide to Success & Enjoyment for Investment Advisors

50 Billion Reasons to Grow Your Practice: A Guide to Success & Enjoyment for Investment Advisors

by Robert A. DiMeo


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50 Billion Reasons to Grow Your Practice is the first book of its kind-not only helping investment advisors with their professional success but also supporting them in their personal lives. A proper work/life balance is absolutely essential when growing a stable, sustainable investment practice.

Author Robert A. DiMeo understands that better than anyone. Imparting words of wisdom and new techniques to help achieve this balance, he focuses on six facets of business: leadership, practice management, hiring and managing, marketing, investments, and life balance.

Based on lessons he learned himself after thirty years in investment advising, DiMeo shows readers how to build a strong foundation for leadership, create a forward-thinking firm, identify and hire quality employees, focus on effective marketing, and make sound investments. Case studies, anecdotes, and even comics keep 50 Billion Reasons to Grow Your Practice fun and engaging.

Each chapter ends with a short passage that helps readers absorb the advice and apply it to their own lives and businesses, and action items included at key points impel readers further forward in their journey.

Capped off with simple but essential life-balance tactics, this book will allow readers to relieve stress and gain perspective-and achieve ultimate success.

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Product Details

ISBN-13: 9780692788660
Publisher: Honor Publishing
Publication date: 02/03/2017
Pages: 160
Product dimensions: 5.00(w) x 7.99(h) x 0.34(d)

About the Author

From humble beginnings as a straight-commission stockbroker to cofounding and managing the firm Pensions & Investments ranks a Top 50 Worldwide Consultant, Bob DiMeo has embraced a perpetual pursuit to improve and refine his practice. DiMeo Schneider & Associates, L.L.C. advises on over $60 billion in assets and has been recognized as a Top 20 Fastest Growing RIA by Forbes and a Top 10 Endowment/Foundation Consultant by Plansponsor Magazine.

Bob has over thirty years of industry experience, and he has coauthored four investment books and numerous articles and whitepapers. He served on the board of directors for IMCA where he chaired the Practice Management effort. Prior to cofounding the firm in 1995, Bob helped lead the institutional consulting effort for Kidder Peabody. He graduated from Bradley University, obtained the CIMA® designation through IMCA's Accreditation Program at the Wharton Business School, and attained a CFP through the College of Financial Planning.

Bob happily serves on the Special Olympics Illinois Foundation Board and the Catholic Charities Investment Committee and Advisory Board. He also mentors for Year Up Chicago. Bob enjoys learning, laughing, golfing, boating, exercising, and spending time with his wife, family, and friends.

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