03117nam 2200733 a 450 991081327800332120200520144314.09786613176660978128317666812831766619781118531549111853154X97811180954781118095472(CKB)2550000000041093(EBL)697711(SSID)ssj0000529979(PQKBManifestationID)11359195(PQKBTitleCode)TC0000529979(PQKBWorkID)10560813(PQKB)10038849(MiAaPQ)EBC697711(OCoLC)747412615(CaSebORM)9781118095492(OCoLC)782910832(OCoLC)ocn782910832 (FR-PaCSA)88834217(FRCYB88834217)88834217(Perlego)1014730(EXLCZ)99255000000004109320110307d2011 uy 0engur|n|---|||||txtccrPractice made (more) perfect 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.9781118095492 1118095499 9781118019313 1118019318 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.Practice made more perfectFinancial plannersManagementFinancial planners.Management.332.6068/1Tibergien Mark C.1952-1602725Pomering Rebecca1974-1646591MiAaPQMiAaPQMiAaPQBOOK9910813278003321Practice made (more) perfect3993674UNINA