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Record Nr. |
UNINA9910139632303321 |
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Autore |
Tibergien Mark C. <1952-> |
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Titolo |
Practice made (more) perfect [[electronic resource] ] : transforming a financial advisory practice into a business / / Mark Tibergien with Rebecca Pomering |
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Pubbl/distr/stampa |
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Hoboken, N.J., : Wiley, c2011 |
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ISBN |
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1-283-17666-1 |
1-118-53154-X |
9786613176660 |
1-118-09547-2 |
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Edizione |
[1st edition] |
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Descrizione fisica |
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1 online resource (337 p.) |
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Collana |
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Bloomberg financial series |
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Altri autori (Persone) |
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Disciplina |
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Soggetti |
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Financial planners |
Management |
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Lingua di pubblicazione |
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Formato |
Materiale a stampa |
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Livello bibliografico |
Monografia |
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Note generali |
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Nota di contenuto |
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The financial advisory business : what's next? -- Strategic business planning : defining the direction -- Managing workflow : the back office moves forward -- Building leverage and capacity -- The human capital plan : people who need people -- Creating a positive workplace : professional development -- Reading the financials : financial management -- Income, profit, cash flow : what the numbers are saying -- Managing growth : the search for solutions -- Exit, stage left. |
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Sommario/riassunto |
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A revised and expanded look at how to thrive and prosper in the financial advisory business A new and revised edition of the eye-opening, no-nonsense handbook on managing and growing a financial-advisory business, Practice Made (More) Perfect is packed with industry insight and practical ideas that every leader and manager within a financial advisory practice needs to know in order to get the most out of their business. Regardless of how little time is available or how seriously challenged a firm may be, this book contains the information that can help. The principles of sound |
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