Practice made (more) perfect : transforming a financial advisory practice into a business /

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...

Πλήρης περιγραφή

Λεπτομέρειες βιβλιογραφικής εγγραφής
Κύριος συγγραφέας: Tibergien, Mark C., 1952-
Άλλοι συγγραφείς: Pomering, Rebecca, 1974-
Μορφή: Ηλ. βιβλίο
Γλώσσα:English
Έκδοση: Hoboken, N.J. : Wiley, [2011]
Σειρά:Bloomberg financial series.
Θέματα:
Διαθέσιμο Online:Full Text via HEAL-Link
Πίνακας περιεχομένων:
  • The financial advisory business : what's next?
  • Strategic business planning : defining the direction
  • Managing workflow : the back office moves forward
  • Building leverage and capacity
  • The human capital plan : people who need people
  • Creating a positive workplace : professional development
  • Reading the financials : financial management
  • Income, profit, cash flow : what the numbers are saying
  • Managing growth : the search for solutions
  • Exit, stage left.