Practice Made Perfect: The Discipline of Business Management for Financial Advisers (Bloomberg Professional) - Hardcover

Tibergien, Mark C.; Pomering, Rebecca

 
9781576601723: Practice Made Perfect: The Discipline of Business Management for Financial Advisers (Bloomberg Professional)
Hardcover
ISBN 10: 1576601722 ISBN 13: 9781576601723
Publisher: John Wiley & Sons, 2005

Synopsis

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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About the Author

Mark C. Tibergien was chairman of the Securities and Insurance Niche and a principal at Seattle–based Moss Adams LLP, the twelfth–largest accounting firm in the United States. Accounting Today has recognized Tibergien among its "100 Most Influential People" in the accounting profession, as well as "One of the 10 People to Know in Financial Planning . " He writes a monthly column for Investment Advisor magazine and is coauthor of  How to Value, Buy, or Sell a Financial–Advisory Practice . Tibergien is now CEO of Pershing Advisor Solutions. Rebecca Pomering is a principal with Moss Adams LLP, specializing in strategic–planning and compensation consulting to the financial–advisory industry. She is a certified senior professional of human resources and the head of Moss Adams′s compensation consulting and benchmarking practice.

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Publisher
John Wiley & Sons
Publication date
2005
Language
English
ISBN 10 
1576601722
ISBN 13 
9781576601723
Binding
Hardcover
Number of pages
304