Practice made (more) perfect : transforming a financial advisory practice into a business / / Mark Tibergien with Rebecca Pomering.
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Superior document: | Bloomberg financial series |
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TeilnehmendeR: | |
Year of Publication: | 2011 |
Language: | English |
Series: | Bloomberg financial series.
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Online Access: | |
Physical Description: | xxi, 313 p. :; ill. |
Notes: | Includes index. |
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Table of Contents:
- The financial advisory business : what's next?
- Strategic business planning : defining the direction
- Managing workflow : the back office moves forward
- Building leverage and capacity
- The human capital plan : people who need people
- Creating a positive workplace : professional development
- Reading the financials : financial management
- Income, profit, cash flow : what the numbers are saying
- Managing growth : the search for solutions
- Exit, stage left.