Product Description
Many financial advisers run their business as if acquiring more clients will solve most of their problems. It won’t. For advisory practices without a strategic plan, having more clients leads to more demands and less time to meet them. Translating revenues into profits, cash flow, and transferable value can’t happen without active financial management and a solid understanding of what truly makes a business thrive. Practice Made Perfect can help you make it happe… More >>
Practice Made Perfect: The Discipline of Business Management for Financial Advisors
Tags: Advisors, advisory practices, Business, business management, cash flow, Discipline, Financial, financial advisers, financial advisors, financial management, Made, Management, Perfect, Practice, profits, strategic plan
The book arrived immediately and is in excellent condition. It looked new
although it was offered as used.
Rating: 5 / 5
I bought this book for my husband and his feedback is this a good book for pointers and ideas. You take from it what is relevant to you. Would recommend.
Rating: 4 / 5
I have been a long-time fan of what Mark Tibergien preaches about practice management. So when I heard he and Rebecca Pomering were writing a book, I began to count down the days ’til I could get my hands on it. Let me tell you, even my expectations were exceeded. Do you remember the movie where someone said, “If you build it, they will come?” Well, if this buy this book, then new business is certain to come your way. Do yourself a favor and learn from the gurus of the financial planning world.
Rating: 5 / 5
Tibergien and Pomering do a great job of jamming a fortune in good advice into a book any advisor can buy for what it costs to get a good haircut. If you’re like me, you’ll keep it on your desk and use it as your firm’s operating manual. Great stuff!
Rating: 5 / 5
When you ask the question “How do I get my business to the next level?” In reality you first need to understand the answer to the silent question “Where am I now and what is the next level?” This book provideds thousands of dollars worth of professional consulting insight and is required reading for any financial professional who wants to be considered a financial professional.
Rating: 5 / 5