02812nam 2200613 a 450 991013963230332120170815145027.01-283-17666-11-118-53154-X97866131766601-118-09547-2(CKB)2550000000041093(EBL)697711(SSID)ssj0000529979(PQKBManifestationID)11359195(PQKBTitleCode)TC0000529979(PQKBWorkID)10560813(PQKB)10038849(MiAaPQ)EBC697711(OCoLC)747412615(CaSebORM)9781118095492(EXLCZ)99255000000004109320110307d2011 uy 0engur|n|---|||||txtccrPractice made (more) perfect[electronic resource] transforming a financial advisory practice into a business /Mark Tibergien with Rebecca Pomering1st editionHoboken, N.J. Wileyc20111 online resource (337 p.)Bloomberg financial seriesIncludes index.1-118-09549-9 1-118-01931-8 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.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 Bloomberg financial series.Financial plannersManagementFinancial planners.Management.332.0240068332.6068/1Tibergien Mark C.1952-860629Pomering Rebecca1974-860630MiAaPQMiAaPQMiAaPQBOOK9910139632303321Practice made (more) perfect1920489UNINA