TAILIEUCHUNG - Practice Made Perfect - The Discipline of Business Management for Financial Advisers

Practice Made Perfect - The Discipline of Business Management for Financial Advisers has many contents: the financial advisory busines, strategic business plannin, knowing your client, building leverage and capaci, the fulcrum of strategy, the care and preening of staff, the payoff for the firm, the tools that count, ncome, profit, cash flow, referrals and joint venture. | Mark c. Tibergien and Rebecca Pomering OF Moss Adams LLP Practice Made Perfect The Discipline of Business Management for Financial Advisers Hillllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllll I Praise for Practice Made Perfect The Discipline of Business Management for Financial Advisers by Mark C. Tibergien and Rebecca Pomering We hired Mark in 2000 to take us through a planning process for Accredited Investors Inc. Since that time our assets under management have quintupled our infrastructure and management systems have been refined our priorities have been modified and we are working with bigger and happier clients. We paid thousands of dollars for his work and received a benefit far beyond that. Now Mark and Rebecca have put many of their ideas into this book. It s a gift to the planning profession. ROSS LEVIN CFP President Accredited Investors Inc. Author The Wealth Management Index Practice Made Perfect is the ideal opportunity to spend quality time with the best financial-advisory business consultants in the country. You get tips tools and worksheets to ensure that you can manage your practice to become the business success you want it to be. This book will be your new best friend guaranteed. DEENA B. KATZ CFP President Evensky Brown Katz Author Deena Katz on Practice Management and Deena Katz s Tools and Templates for Your Practice Practice Made Perfect is outstanding. Mark Tibergien and Rebecca Pomering have captured the key strategic planning issues for financial advisers who are serious about making money with their practices. The ideas offered in this book are worth many times the cover price. JOHN J. BOWEN JR. Founder and CEO CEG Worldwide .

• Quản trị kinh doanh
• Practice Made Perfect
• The Discipline of Business Management
• Financial Advisers
• Strategic business plannin
• Knowing your client
• Building leverage and capaci
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• tài liệu kế toán kiểm toán
• đầu tư tài chính
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• Nghệ thuật kinh doanh
• bí quyết quản trị
• tư vấn tài chính
• Discipline of Business Management
• Mark C
• Tibergien
• Rebecca Pomering
• financial advisory