Practice made (more) perfect : transforming a financial advisory practice into a business /

Tibergien, Mark C., 1952-

Practice made (more) perfect : transforming a financial advisory practice into a business / Practice made more perfect Mark Tibergien with Rebecca Pomering - Hoboken, N.J. : Bloomberg Press/Wiley, 2011. - xxi, 313 p. : ill. ; 24 cm. - Bloomberg financial series . - Bloomberg financial series. .

Includes index.

The financial advisory business : what's next? -- Strategic business planning : defining the direction -- Managing workflow : the back office moves forward -- Building leverage and capacity.

9781118019313 (cloth) RM185.85 1118019318 (cloth)


Financial planners.
Management.

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