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

• Main Author: Tibergien, Mark C., 1952-
• Other Authors: Pomering, Rebecca, 1974-
• Format: eBook
• Language: English
• Published: Hoboken, N.J. : Wiley, [2011]
• Series: Bloomberg financial series.
• Subjects: Financial planners.; Management.; BUSINESS & ECONOMICS > Investments & Securities > General.; Electronic books.

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...

Table of Contents:

• 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.