Practice Made Perfect: The Discipline of Business Management for Financial Advisers
When financial advisers need guidance on running their business, they turn to Mark Tibergien, the most prominent, most respected authority and hands-on consultant on the science and practice of managing financial advisory firms. Together with Moss Adams colleague and principal Rebecca Pomering, they have combined their years of research and analysis to write the definitive book on the subject.\ The authors first identify how to assess the business and evaluate oneself as a manager. They...
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- Audience: Financial advisers, both existing and aspiring- Mark Tibergien is very well-known in this community, giving around seventy speeches annually
1The financial advisory business12Strategic business planning133Knowing your clients394Building leverage and capacity495The fulcrum of strategy716The care and preening of staff897The payoff for the firm1118The tools that count1379Income, profit, cash flow14910Referrals and joint ventures173
