Practice Made (More) Perfect: Transforming a Financial Advisory Practice Into a Business / Edition 1

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Overview

"Once again, Mark and Rebecca have captured the essence of running an advisory firm. They articulate the importance of setting a clear strategic direction, driving superior execution across all aspects of operations and technology, and the importance of hiring, training, motivating, and rewarding the people who make it happen each and every day. Practice Made (More) Perfect is an excellent reference for any firm owner who is interested in transforming his/her firm from a practice into a business."
—Charles GoLdman, industry executive

"Mark, as usual, asks probing, if not disturbing, questions that will serve to demonstrate why active management is a requisite for sustaining value in your advisory business. With so much relevant content in this book, if you're not sure where to begin or how far to read—try starting with page 206: 'The Price of Indecision.' If that doesn't motivate action . . . it might be too late for you."
—Matt Lynch, President and CEO, Capital Analysts

"Mark is an industry leader, trusted advisor, and true friend. The ideals and concepts found in Practice Made (More) Perfect are the very same Mark shared with us as we were planning and building our business. Needless to say, we are thrilled to have his support, and we are constantly reminded of his sage advice, especially when our management team meets monthly to review our business goals and execution."
—Steve Braverman, Managing Director, Pathstone Family Office

"Thinking through all the options and ramifications of strategic business decisions can be daunting. However, reading Practice Made (More)Perfect is like having the ability to talk through these mission criticalissues with your own personal mentor. It is an essential companion for any owner or senior executive in a financial advisory practice."
—Michael E. Goodman, President, Wealthstream Advisors, Inc.

"Without a doubt, Mark and Rebecca understand the ongoing needs of the advisory community.?Practice Made (More) Perfect is a must-read for firms who want to build a viable, enduring advisory business."
—Angela Herbers, President, Angela Herbers & Associates Inc.

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Product Details

  • ISBN-13: 9781118019313
  • Publisher: Wiley
  • Publication date: 8/9/2011
  • Series: Bloomberg Financial Series , #141
  • Edition number: 1
  • Pages: 336
  • Product dimensions: 6.36 (w) x 8.98 (h) x 1.13 (d)

Meet the Author

Mark C. Tibergien is Chief Executive Officerfor Pershing Advisor Solutions LLC, a BNY Mellon company, and a Managing Director and memberof the Executive Committee for Pershing LLC. Foreight consecutive years, Accounting Today has recognized Mr. Tibergien as one of the "100 MostInfluential" people in the accounting professionand Financial Planning has identified him as a "Mover and Shaker" in their annual review of industry professionals. In 2011, for the ninthtime, Investment Advisor recognized him as one of the "25 Most Influential" people in the financialservices industry.

Rebecca Pomering is a partner with Moss Adams LLP and CEO of Moss Adams Wealth Advisors, the firm's wealth management division, where she is responsible for the growth of the firm, including strategic planning, sales and marketing, team development, human capital, CPA firm integration, financial management, and mergers and acquisitions.

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Table of Contents

Preface.

Acknowledgments.

Introduction.

Chapter 1: The Financial Advisory Business.

What's Next?

Chapter 2: Strategic Business Planning

Defining the Direction.

Chapter 3: Managing Workflow

The Back Office Moves Forward.

Chapter 4: Building Leverage and Capacity.

Chapter 5: The Human Capital Plan.

People Who Need People.

Chapter 6: Creating a Positive Workplace.

Professional Development.

Chapter 7: Rewarding Behavior and Performance.

Compensation Planning.

Chapter 8: Reading the Financials.

Financial Management.

Chapter 9: Income, Profit, Cash Flow (and Other Dirty Words).

Chapter 10: Managing Growth.

The Search for Solutions.

Chapter 11 Exit, Stage Left.

Chapter 12 On Leadership and Management.

Afterword.

Appendix.

Index.

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