Practice made (more) perfect : transforming a financial advisory practice into a business - Tibergien, Mark C., 1952-; Pomering, Rebecca, 1974- (Hoboken, N.J. : Bloomberg Press/Wiley, 2011)
The financial advisory business : what's next? -- Strategic business planning : defining the direction -- Managing workflow : the back office moves forward -- Building leverage and capacity.
Includes index.
Keywords: Financial planners; Management