Practice made (more) perfect : transforming a financial advisory practice into a business / / Mark Tibergien with Rebecca Pomering.

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Bibliographic Details
Superior document:Bloomberg financial series
:
TeilnehmendeR:
Year of Publication:2011
Language:English
Series:Bloomberg financial series.
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.