ENGLISH

Practice Made (More) Perfect: Transforming a Financial Advisory Practice into a Business

By Mark Tibergien , Rebecca Pomering(auth.)

Book information

Year
2011
ISBN
9781118019313, 9781118531549
DOI
10.1002/9781118531549
Language
english
Format
PDF
Filesize
2 MB (2527567 bytes)
Pages
324\324
Orientation
yes
Scanned
yes
Time added
2013-08-01 04:00:00

Description

A revised and expanded look at how to thrive and prosper in the financial advisory businessA 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 industryA new edition of a bestselling Bloomberg titleIncludes 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.Content: Chapter 1 The Financial Advisory Business: What's Next? (pages 1–10): Chapter 2 Strategic Business Planning: Defining the Direction (pages 11–34): Chapter 3 Managing Workflow: The Back Office Moves Forward (pages 35–54): Chapter 4 Building Leverage and Capacity (pages 55–79): Chapter 5 The Human Capital Plan: People Who Need People (pages 81–98): Chapter 6 Creating a Positive Workplace: Professional Development (pages 99–128): Chapter 7 Rewarding Behavior and Performance: Compensation Planning (pages 129–153): Chapter 8 Reading the Financials: Financial Management (pages 155–165): Chapter 9 Income, Profit, Cash Flow: What the Numbers are Saying (pages 167–188): Chapter 10 Managing Growth: The Search for Solutions (pages 189–203): Chapter 11 Exit, Stage Left (pages 205–233): Chapter 12 On Leadership and Management (pages 235–255):

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