ENGLISH

Practice made perfect: the discipline of business management for financial advisers

By Mark C. Tibergien , Rebecca Pomering

Book information

Publisher
Bloomberg Press
Year
2005
ISBN
9781576601723, 1576601722
LCC
HG179.5 .T53 2005
Open Library ID
OL17921355M
Language
english
Format
PDF
Filesize
2 MB (1751338 bytes)
Edition
1st ed
Pages
250\251
Topic
Business Management
Library
mexmat
Time added
2009-07-20 03:45:11

Description

Tibergien and Pomering are principals and consultants with the Moss Adams accounting firm; they've found that financial advisers who do a fine job of planning for their clients often fail to strategize, analyze, and plan for the success of their own business. They tell leaders of financial-planning firms, investment management firms, and other advisory firms how to think strategically and deal with challenges such as making enough money for the effort they put in, taking the time to manage and generate revenue, attracting the right type of clients, finding and keeping staff, and managing growth effectively.

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