[PDF.87pi] Practice Made Perfect: The Discipline of Business Management for Financial Advisers (Bloomberg Professional)

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

[PDF.hg15] Practice Made Perfect: The Discipline of Business Management for Financial Advisers (Bloomberg Professional)

Practice Made Perfect: The  Mark C. Tibergien, Rebecca Pomering epub
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 | #1773265 in eBooks |  2010-06-04 |  2010-06-04 | File type: PDF

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||3 of 3 people found the following review helpful.| Outstanding|By Warland Griffith III|Outstanding book. A must read for anyone who wants a clear idea on how to organize and manage a financial planning practice. Most importantly, this book also explains the performance metrics that must be set up, how to read them, and the appropriate action needed to keep your practice on track. Warland Griffith III, CFP®|7 of 7 people| |"A wealth of useful information. . . . Whether you plan to grow, or maintain a small practice, the insights Tibergien and Pomering provide will give you the necessary tools to manage your practice more effectively." (MorningstarAdvisor.com<

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 ev...

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