Practice made (more) perfect
Subtitle: transforming a financial advisory practice into a business
By: Mark Tibergien with Rebecca Pomering
Contributors: Pomering, Rebecca, 1974-
Series: Bloomberg financial series
Publisher: Wiley
Published: 2011
Place of publication: Hoboken, N.J
Language: eng
ISBN-13: 9781118019313
Subjects: Financial planners; Management
Notes: Includes index.
Table of contents: title: The financial advisory business : what's next?; title: Strategic business planning : defining the direction; title: Managing workflow : the back office moves forward; title: Building leverage and capacity.