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)
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.
- Audience: Financial advisers, both existing and aspiring
- Mark Tibergien is very well-known in this community, giving around seventy speeches annually
1 | The financial advisory business | 1 |
2 | Strategic business planning | 13 |
3 | Knowing your clients | 39 |
4 | Building leverage and capacity | 49 |
5 | The fulcrum of strategy | 71 |
6 | The care and preening of staff | 89 |
7 | The payoff for the firm | 111 |
8 | The tools that count | 137 |
9 | Income, profit, cash flow | 149 |
10 | Referrals and joint ventures | 173 |