Practice Made (More) Perfect
eBook - ePub

Practice Made (More) Perfect

Transforming a Financial Advisory Practice Into a Business

  1. English
  2. ePUB (mobile friendly)
  3. Available on iOS & Android
eBook - ePub

Practice Made (More) Perfect

Transforming a Financial Advisory Practice Into a Business

About this book

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 management apply to firms of all types, and the tools provided in this book are guaranteed to be applicable under practically any circumstances.

  • Written by industry expert Mark Tibergien, one of the "25 Most Influential" people in the financial services industry
  • A new edition of a bestselling Bloomberg title
  • Includes fresh insight on recent topics, including how advisors responded during the latest meltdown, the implications of the aging advisory profession, the challenges of attracting and keeping both clients and staff, the role of organizational design in a growing business, recent changes in compensation planning and implementation, and key information on leadership and management in today's financial world

Many financial advisers run their businesses as if acquiring more clients will solve any and all problems, but without a strategic framework, more clients just lead to more demands and less time to meet them. The truly successful firm will build strategy, structure, and processes that will ultimately translate into increased profits, cash flow, and transferable value.

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Yes, you can access Practice Made (More) Perfect by Mark C. Tibergien,Rebecca Pomering in PDF and/or ePUB format, as well as other popular books in Personal Development & Personal Finance. We have over one million books available in our catalogue for you to explore.

Information

Table of contents

  1. Cover
  2. Endorsements
  3. Series
  4. Title Page
  5. Copyright
  6. Dedication
  7. Preface
  8. Acknowledgments
  9. Introduction
  10. Chapter 1: The Financial Advisory Business
  11. Chapter 2: Strategic Business Planning
  12. Chapter 3: Managing Workflow
  13. Chapter 4: Building Leverage and Capacity
  14. Chapter 5: The Human Capital Plan
  15. Chapter 6: Creating a Positive Workplace
  16. Chapter 7: Rewarding Behavior and Performance
  17. Chapter 8: Reading the Financials
  18. Chapter 9: Income, Profit, Cash Flow
  19. Chapter 10: Managing Growth
  20. Chapter 11: Exit, Stage Left
  21. Chapter 12: On Leadership and Management
  22. Afterword
  23. Appendix
  24. About the Authors
  25. Index