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Practice Made (More) Perfect
Transforming a Financial Advisory Practice Into a Business
von Mark C. Tibergien und Rebecca PomeringA revised and expanded look at how to thrive and prosper in thefinancial advisory business
A new and revised edition of the eye-opening, no-nonsensehandbook on managing and growing a financial-advisory business, Practice Made (More) Perfect is packed with industry insightand practical ideas that every leader and manager within afinancial advisory practice needs to know in order to get the mostout of their business. Regardless of how little time is availableor how seriously challenged a firm may be, this book contains theinformation that can help. The principles of sound management applyto firms of all types, and the tools provided in this book areguaranteed to be applicable under practically anycircumstances.
* Written by industry expert Mark Tibergien, one of the „25 MostInfluential“ people in the financial services industry
* A new edition of a bestselling Bloomberg title
* Includes fresh insight on recent topics, including how advisorsresponded during the latest meltdown, the implications of the agingadvisory profession, the challenges of attracting and keeping bothclients and staff, the role of organizational design in a growingbusiness, recent changes in compensation planning andimplementation, and key information on leadership and management intoday's financial world
Many financial advisers run their businesses as if acquiringmore clients will solve any and all problems, but without astrategic framework, more clients just lead to more demands andless time to meet them. The truly successful firm will buildstrategy, structure, and processes that will ultimately translateinto increased profits, cash flow, and transferable value.
A new and revised edition of the eye-opening, no-nonsensehandbook on managing and growing a financial-advisory business, Practice Made (More) Perfect is packed with industry insightand practical ideas that every leader and manager within afinancial advisory practice needs to know in order to get the mostout of their business. Regardless of how little time is availableor how seriously challenged a firm may be, this book contains theinformation that can help. The principles of sound management applyto firms of all types, and the tools provided in this book areguaranteed to be applicable under practically anycircumstances.
* Written by industry expert Mark Tibergien, one of the „25 MostInfluential“ people in the financial services industry
* A new edition of a bestselling Bloomberg title
* Includes fresh insight on recent topics, including how advisorsresponded during the latest meltdown, the implications of the agingadvisory profession, the challenges of attracting and keeping bothclients and staff, the role of organizational design in a growingbusiness, recent changes in compensation planning andimplementation, and key information on leadership and management intoday's financial world
Many financial advisers run their businesses as if acquiringmore clients will solve any and all problems, but without astrategic framework, more clients just lead to more demands andless time to meet them. The truly successful firm will buildstrategy, structure, and processes that will ultimately translateinto increased profits, cash flow, and transferable value.
