Title: Practice Made (More) Perfect: Transforming a Financial Advisory Practice Into a Business / Edition 1
Author: Mark C. Tibergien, Rebecca Pomering
Newly revised and expanded for today’sfinancial advisors,Practice Made (More) Perfect: Transforming a Financial AdvisoryPractice into a Business is the definitive guide to launching andgrowing an advisory business. Accessible and to the point, the bookdraws on industry expert Mark Tibergien and Rebecca Pomering’sextensive experience in consulting with hundreds of financialservices firms worldwide and now leading successful financialenterprises themselves. Whether you operate as a solo practitioner or own an ensemblefirm, 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 practiceand achieve your goals. Your business cannot thrive without active management. Full ofadvice from top industry management specialists about defining abusiness strategy, mastering the essentials of financialmanagement, making the most of human capital, and sustainingeffective operations, this book is filled with tools you canutilize under virtually any circumstance.