Practice Made (More) Perfect: Transforming a Financial Advisory Practice Into a Business
Newly revised and expanded for today'sfinancial advisors, Practice Made (More) Perfect: Transforming a Financial Advisory Practice into a Business is the definitive guide to launching and growing an advisory business. Accessible and to the point, the book draws on industry expert Mark Tibergien and Rebecca Pomering's extensive experience in consulting with hundreds of financial services firms worldwide and now leading successful financial enterprises themselves.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 wealth manager, family office, or a money manager, Practice Made (More) Perfect will help you improve your practice and achieve your goals.Your business cannot thrive without active management. Full of advice from top industry management specialists about defining a business strategy, mastering the essentials of financial management, making the most of human capital, and sustaining effective operations, this book is filled with tools you can utilize under virtually any circumstance.