Practice Made (More) Perfect Transforming a Financial Advisory Practice Into a Business
, by Tibergien, Mark C.; Pomering, RebeccaNote: Supplemental materials are not guaranteed with Rental or Used book purchases.
- ISBN: 9781118019313 | 1118019318
- Cover: Hardcover
- Copyright: 8/9/2011
Practice Made Perfect, Second Edition is a guide to managing and growing a financial-advisory business. With the knowledge and understanding gained from years of experience in helping businesses achieve success, industry expert Mark Tibergien offers an eye-opening, no-nonsense handbook on the management skills critical to running an advisory business. The new edition includes information on: The 2008 downturn and the exodus of advisors from the industry Maintaining clients in a turbulent market Growth through acquisition and merger as well as new sales Emphasize organizational design in a growing business more Recent changes in compensation planning and implementation Information on leadership and management in today's financial landscape No matter how little time you have or how serious the challenges your firm faces, this book can help. Whether you operate as a solo practitioner or own an ensemble firm, whether your business is commission based or fee only, whether you're a total wealth manager or a money manager, this book is relevant to your practice. The principles of sound management apply to firms of all stripes, and the tools provided here can work under any circumstances.