Practice Made Perfect

The Discipline of Business Management for Financial Advisers

Business & Finance, Personal Finance
Cover of the book Practice Made Perfect by Mark C. Tibergien, Rebecca Pomering, Wiley
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Author: Mark C. Tibergien, Rebecca Pomering ISBN: 9780470884959
Publisher: Wiley Publication: June 4, 2010
Imprint: Bloomberg Press Language: English
Author: Mark C. Tibergien, Rebecca Pomering
ISBN: 9780470884959
Publisher: Wiley
Publication: June 4, 2010
Imprint: Bloomberg Press
Language: English

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 then present strategic-thinking issues—such as practice models, business plans, and differentiators—in a Socratic style. This is followed by a detailed overview of critical topics, from financial management and human capital to IT and marketing—encompassing the management skills, approaches, and mindsets needed for success.

With management tools, worksheets, and industry statistics, Practice Made Perfect is the authoritative book from the industry's expert.

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

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 then present strategic-thinking issues—such as practice models, business plans, and differentiators—in a Socratic style. This is followed by a detailed overview of critical topics, from financial management and human capital to IT and marketing—encompassing the management skills, approaches, and mindsets needed for success.

With management tools, worksheets, and industry statistics, Practice Made Perfect is the authoritative book from the industry's expert.

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