http://www.loc.gov/mods/v3 http://www.loc.gov/standards/mods/v3/mods-3-2.xsd
the discipline of business management for financial advisers
The financial advisory business : the view from here -- Strategic business planning : defining the direction -- Knowing your clients : the value of surveys -- Building leverage and capacity : the challenge of growth -- The fulcrum of strategy : human capital -- The care and preening of staff : professional development -- The payoff for the firm : compensation planning -- The tools that count : financial management -- Income, profit, cash flow (and other dirty words) -- Referrals and joint ventures : the search for solutions.
by Mark C. Tibergien and Rebecca Pomering.