Practice Made (More) Perfect: Transforming a Financial Advisory Practice Into a Business: 141 (Bloomberg Financial) - Hardcover

Tibergien, Mark C.

Hardcover

ISBN 10: 1118019318 ISBN 13: 9781118019313

Publisher: Bloomberg Press, 2011

Synopsis

Rare Book

About this title

From the Back Cover:

NEWLY REVISED and expanded for today's financial advisors, Practice Made (More) Perfect: Transforming a Financial Advisory Practice into a Business is the definitive guide to launching and growing an advisory business. Accessible and to the point, the book draws on industry expert Mark Tibergien and Rebecca Pomering's extensive experience in consulting with hundreds of financial services firms worldwide and now leading successful financial enterprises themselves.

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 wealth manager, family office, or a money manager, Practice Made (More) Perfect will help you improve your practice and achieve your goals.

Your business cannot thrive without active management. Full of advice from top industry management specialists about defining a business strategy, mastering the essentials of financial management, making the most of human capital, and sustaining effective operations, this book is filled with tools you can utilize under virtually any circumstance.

About the Author:

Mark C. Tibergien is Chief Executive Officerfor Pershing Advisor Solutions LLC, a BNY Mellon company, and a Managing Director and memberof the Executive Committee for Pershing LLC. Foreight consecutive years, Accounting Today has recognized Mr. Tibergien as one of the "100 MostInfluential" people in the accounting professionand Financial Planning has identified him as a "Mover and Shaker" in their annual review of industry professionals. In 2011, for the ninthtime, Investment Advisor recognized him as one of the "25 Most Influential" people in the financialservices industry. Rebecca Pomering is a partner with Moss Adams LLP and CEO of Moss Adams Wealth Advisors, the firm's wealth management division, where she is responsible for the growth of the firm, including strategic planning, sales and marketing, team development, human capital, CPA firm integration, financial management, and mergers and acquisitions.

About this edition

• Publisher: Bloomberg Press
• Publication date: 2011
• ISBN 10: 1118019318
• ISBN 13: 9781118019313
• Binding: Hardcover
• Edition number: 1
• Number of pages: 336