Practice Made Perfect
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Practice Made Perfect: The Discipline of Business Management for Financial Advisers

Practice Made Perfect: The Discipline of Business Management for Financial Advisers


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About the Book

Table of Contents:
Preface. Acknowledgments. Introduction. 1 The Financial Advisory Business. The View from Here. 2 Strategic Business Planning. Defining the Direction. 3 Knowing Your Clients. The Value of Surveys. 4 Building Leverage and Capacity. The Challenge of Growth. 5 The Fulcrum of Strategy. Human Capital. 6 The Care and Preening of Staff. Professional Development. 7 The Payoff for the Firm. Compensation Planning. 8 The Tools That Count. Financial Management. 9 Income, Profit, Cash Flow. (and Other Dirty Words). 10 Referrals and Joint Ventures. The Search for Solutions. Afterword. Appendix. Index.

About the Author :
Mark C. Tibergien was chairman of the Securities and Insurance Niche and a principal at Seattle-based Moss Adams LLP, the twelfth-largest accounting firm in the United States. Accounting Today has recognized Tibergien among its "100 Most Influential People" in the accounting profession, as well as "One of the 10 People to Know in Financial Planning." He writes a monthly column for Investment Advisor magazine and is coauthor of How to Value, Buy, or Sell a Financial-Advisory Practice. Tibergien is now CEO of Pershing Advisor Solutions. Rebecca Pomering is a principal with Moss Adams LLP, specializing in strategic-planning and compensation consulting to the financial-advisory industry. She is a certified senior professional of human resources and the head of Moss Adams's compensation consulting and benchmarking practice.

Review :
"A wealth of useful information. . . . Whether you plan to grow, or maintain a small practice, the insights Tibergien and Pomering provide will give you the necessary tools to manage your practice more effectively." (MorningstarAdvisor.com)


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Product Details
  • ISBN-13: 9780470884959
  • Publisher: Bloomberg Press
  • Publisher Imprint: Bloomberg Press
  • Language: English
  • Sub Title: The Discipline of Business Management for Financial Advisers
  • ISBN-10: 0470884959
  • Publisher Date: 04 Jun 2010
  • Binding: Digital (delivered electronically)
  • No of Pages: 304


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Practice Made Perfect: The Discipline of Business Management for Financial Advisers
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