Sách Practice Made Perfect: The Discipline Of Business Management For Financial Advisors

Review
"A gift to the planning profession." -- Ross Levin, CFP; President, Accredited Investors, Inc.

"A wealth of useful information . provides you with the necessary tools to manage you practice more effectively." -- MorningstarAdvisor.com, February 10, 2005

"Great insights .I recommend this book as a must-read for every serious financial planner, unless, of course, you're already 'perfect.'" -- Journal of Financial Planning - October, 2005

"Practice Made Perfect is the ideal opportunity to spend quality time with the best financial-advisory business consultants in the country." -- Deena B. Katz, CFP; President, Evensky & Katz

"The ideas offered in this book are worth many times the cover price." -- John J. Bowen Jr.; Founder and CEO, CEG Worldwide, LLC

I thought I had heard it all. Not so. Mark and Rebecca bring many new and important insights. -- Tim Kochis, JD, MBA, CFP; CEO, Kochis Fitz Wealth Management

Since we hired Mark, our firm's AUM have quintupled. This book is a gift to the planning profession. -- Ross Levin, CFP, President, Accredited Investors Inc.

The perfect opportunity to spend quality time with the best financial-advisory business consultants in the country. -- Deena B. Katz, CFP, President, Evensky, Brown & Katz


Product Description
Many financial advisers run their business as if acquiring more clients will solve most of their problems. It won't. For advisory practices without a strategic plan, having more clients leads to more demands and less time to meet them. Translating revenues into profits, cash flow, and transferable value can't happen without active financial management and a solid understanding of what truly makes a business thrive.

Practice Made Perfect can help you make it happen-by putting you in expert hands. With the knowledge and understanding gained from years of experience in helping businesses achieve success, industry consultants Mark Tibergien and Rebecca Pomering of Moss Adams LLP offer an eye-opening, no-nonsense handbook on the management skills critical to running an advisory business. Find out what these top industry consultants tell advisory firms about

* defining a business strategy
* mastering the essentials of
* financial management
* making the most of human capital
* sustaining effective operations

No matter how little time you have or how serious the challenges your firm faces, this book can help. Whether you operate as a solo practitioner or own an ensemble firm, whether your business is commission based or fee only, whether you're a total wealth manager or a money manager, this book is relevant to your practice. The principles of sound management apply to firms of all stripes, and the tools provided here can work under any circumstances.