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Practice Made Perfect: The Discipline of Business Management for Financial Advisers »

Book cover image of Practice Made Perfect: The Discipline of Business Management for Financial Advisers by Mark C. Tibergien

Authors: Mark C. Tibergien, Rebecca Pomering
ISBN-13: 9781576601723, ISBN-10: 1576601722
Format: Hardcover
Publisher: Wiley, John & Sons, Incorporated
Date Published: March 2005
Edition: (Non-applicable)

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Author Biography: Mark C. Tibergien

Mark C. Tibergien was chairman of the Securities and Insurance Niche and a principal at Seattle-based Moss Adams LLP, the twelfth-largest accounting firm in the United States. Accounting Today has recognized Tibergien among its "100 Most Influential People" in the accounting profession, as well as "One of the 10 People to Know in Financial Planning." He writes a monthly column for Investment Advisor magazine and is coauthor of How to Value, Buy, or Sell a Financial-Advisory Practice. Tibergien is now CEO of Pershing Advisor Solutions.

Rebecca Pomering is a principal with Moss Adams LLP, specializing in strategic-planning and compensation consulting to the financial-advisory industry. She is a certified senior professional of human resources and the head of Moss Adams's compensation consulting and benchmarking practice.

Book Synopsis

- Audience: Financial advisers, both existing and aspiring
- Mark Tibergien is very well-known in this community, giving around seventy speeches annually

Table of Contents

1The financial advisory business1
2Strategic business planning13
3Knowing your clients39
4Building leverage and capacity49
5The fulcrum of strategy71
6The care and preening of staff89
7The payoff for the firm111
8The tools that count137
9Income, profit, cash flow149
10Referrals and joint ventures173

Subjects