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(Ebook) Practice made perfect: the discipline of business management for financial advisers by Mark C. Tibergien, Rebecca Pomering ISBN 9781576601723, 1576601722

  • SKU: EBN-931650
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Instant download (eBook) Practice made perfect: the discipline of business management for financial advisers after payment.
Authors:Mark C. Tibergien, Rebecca Pomering
Pages:250 pages.
Year:2005
Editon:1st ed
Publisher:Bloomberg Press
Language:english
File Size:1.67 MB
Format:pdf
ISBNS:9781576601723, 1576601722
Categories: Ebooks

Product desciption

(Ebook) Practice made perfect: the discipline of business management for financial advisers by Mark C. Tibergien, Rebecca Pomering ISBN 9781576601723, 1576601722

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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