Practice Made (More) Perfect: Transforming a Financial Advisory Practice Into a Business
Language: English
Published by Bloomberg Press, 2011
- First Edition
- Hardcover
- New
Seller: Kennys Bookshop and Art Galleries Ltd., Galway, GY, IrelandKennys Bookshop and Art Galleries Ltd.
AbeBooks seller since February 27, 2001
Condition: New
£ 65.68
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Add to basketItem description from seller
This book is a guide to managing and growing a financial-advisory business No matter how little time you have or how serious the challenges your firm faces, this book can help The principles of sound management apply to firms of all stripes, and the tools provided here can work under any circumstances. Series: Bloomberg Financial. Num Pages: 336 pages, Illustrations. BIC Classification: KFF; KJM. Category: (P) Professional & Vocational. Dimension: 234 x 162 x 29. Weight in Grams: 584. . 2011. 1st Edition. Hardcover. . . . .
Seller Inventory # V9781118019313
- Title
- Practice Made (More) Perfect: Transforming a Financial Advisory Practice Into a Business
- Author
- Mark C. Tibergien
- Publisher
- Bloomberg Press
- Publication year
- 2011
- Condition
- New
- Binding
- Hardcover
- Language
- English
- ISBN 10
- 1118019318
- ISBN 13
- 9781118019313
- Edition
- 1st Edition
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 every leader and manager within a financial advisory practice needs to know in order to get the most out of their business. Regardless of how little time is available or how seriously challenged a firm may be, this book contains the information that can help. The principles of sound management apply to firms of all types, and the tools provided in this book are guaranteed to be applicable under practically any circumstances.
- Written by industry expert Mark Tibergien, one of the "25 Most Influential" people in the financial services industry
- A new edition of a bestselling Bloomberg title
- Includes fresh insight on recent topics, including how advisors responded during the latest meltdown, the implications of the aging advisory profession, the challenges of attracting and keeping both clients and staff, the role of organizational design in a growing business, recent changes in compensation planning and implementation, and key information on leadership and management in today's financial world
Many financial advisers run their businesses as if acquiring more clients will solve any and all problems, but without a strategic framework, more clients just lead to more demands and less time to meet them. The truly successful firm will build strategy, structure, and processes that will ultimately translate into increased profits, cash flow, and transferable value.
"Synopsis" may belong to another edition of this title.
About the Author
MARK C. TIBERGIEN is Chief Executive Officer for Pershing Advisor Solutions LLC, a BNY Mellon company, and a Managing Director and member of the Executive Committee for Pershing LLC. For eight consecutive years, Accounting Today has recognized Mr. Tibergien as one of the "100 Most Influential" people in the accounting profession and Financial Planning has identified him as a "Mover and Shaker" in their annual review of industry professionals. In 2011, for the ninth time, Investment Advisor recognized him as one of the "25 Most Influential" people in the financial services 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 the title" may belong to another edition of this title.
Kennys Bookshop and Art Galleries Ltd.
Galway, GY, Ireland
AbeBooks seller since February 27, 2001
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Kennys.ie is the largest exporter of books from Ireland currently exporting to approximately 100 countries around the world. Kennys Bookshop houses hundreds of thousands of books and specialises in collection development and library services, supplying booksellers and state and university libraries on a global scale including the U.S.A.,Japan and Europe. Kennys.ie is Ireland's Largest Online Bookshop.
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