||3 of 3 people found the following review helpful.| Outstanding|By Warland Griffith III|Outstanding book. A must read for anyone who wants a clear idea on how to organize and manage a financial planning practice. Most importantly, this book also explains the performance metrics that must be set up, how to read them, and the appropriate action needed to keep your practice on track. Warland Griffith III, CFP®|7 of 7 peopl||"A wealth of useful information. . . . Whether you plan to grow, or maintain a small practice, the insights Tibergien and Pomering provide will give you the necessary tools to manage your practice more effectively." (MorningstarAdvisor.com
When financial advisers need guidance on running their business, they turn to Mark Tibergien, the most prominent, most respected authority and hands-on consultant on the science and practice of managing financial advisory firms. Together with Moss Adams colleague and principal Rebecca Pomering, they have combined their years of research and analysis to write the definitive book on the subject.
The authors first identify how to assess the business and e...
[PDF.dc09] Practice Made Perfect: The Discipline of Business Management for Financial Advisers (Bloomberg Professional) Rating: 4.75 (598 Votes)
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You can specify the type of files you want, for your device.Practice Made Perfect: The Discipline of Business Management for Financial Advisers (Bloomberg Professional) | Mark C. Tibergien, Rebecca Pomering. I really enjoyed this book and have already told so many people about it!
