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

When financial advisers need guidance on running their business, they turn to Mark Tibergien, the most prominent, most respected authority and hands-on consultant on the science and practice of managing financial advisory firms. Together with Moss Adams colleague and principal Rebecca Pomering, they have combined their years of research and analysis to write the definitive book on the subject. The authors first identify how to assess the business and evaluate oneself as a manager. They then present strategic-thinking issues—such as practice models, business plans, and differentiators—in a Socratic style. This is followed by a detailed overview of critical topics, from financial management and human capital to IT and marketing—encompassing the management skills, approaches, and mindsets needed for success. With management tools, worksheets, and industry statistics, Practice Made Perfect is the authoritative book from the industry's expert. "With the knowledge and understanding gained from years of experience in helping businesses achieve success, industry consultants Mark Tibergien and Rebecca Pomering of Moss Adams LLP offer a handbook on the management skills critical to running an advisory business."--BOOK JACKET The financial advisory business Strategic business planning Knowing your clients Building leverage and capacity The Fulcrum of strategy The care and preening of staff The payoff for the firm The tools that count Income, profit, cash flow Referrals and joint ventures.

- Audience: Financial Advisers, Both Existing And Aspiring
- Mark Tibergien Is Very Well-known In This Community, Giving Around Seventy Speeches Annually

IF RUNNING A BUSINESS were easy, everybody would be doing it.