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

• Autore: Tibergien Mark C. <1952->
• Pubblicazione: Hoboken, N.J., : Wiley, c2011
• Edizione: 1st edition
• Descrizione fisica: 1 online resource (337 p.)
• Disciplina: 332.0240068; 332.6068/1
• Soggetto topico: Financial planners; Management
• Altri autori: PomeringRebecca <1974->
• 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
• Titolo autorizzato: Practice made (more) perfect
• ISBN: 1-283-17666-1; 1-118-53154-X; 9786613176660; 1-118-09547-2
• Formato: Materiale a stampa
• Livello bibliografico: Monografia
• Lingua di pubblicazione: Inglese
• Record Nr.: 9910139632303321
• Lo trovi qui: Univ. Federico II
• Serie: Bloomberg financial series.