1.

Record Nr.

UNINA9910139632303321

Autore

Tibergien Mark C. <1952->

Titolo

Practice made (more) perfect [[electronic resource] ] : transforming a financial advisory practice into a business / / Mark Tibergien with Rebecca Pomering

Pubbl/distr/stampa

Hoboken, N.J., : Wiley, c2011

ISBN

1-283-17666-1

1-118-53154-X

9786613176660

1-118-09547-2

Edizione

[1st edition]

Descrizione fisica

1 online resource (337 p.)

Collana

Bloomberg financial series

Altri autori (Persone)

PomeringRebecca <1974->

Disciplina

332.0240068

332.6068/1

Soggetti

Financial planners

Management

Lingua di pubblicazione

Inglese

Formato

Materiale a stampa

Livello bibliografico

Monografia

Note generali

Includes index.

Nota di contenuto

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.

Sommario/riassunto

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