Practice made (more) perfect : transforming a financial advisory practice into a business /

Bibliographic Details
Main Author: Tibergien, Mark C., 1952-
Other Authors: Pomering, Rebecca, 1974-
Format: eBook
Language:English
Published: Hoboken, N.J. : Bloomberg Press/Wiley, [2011]
Series:Bloomberg financial series.
Wiley Online Library.
Subjects:
Online Access:Connect to the full text of this electronic book
Table of Contents:
  • The financial advisory business : what's next?
  • Strategic business planning : defining the direction
  • Managing workflow : the back office moves forward
  • Building leverage and capacity
  • The human capital plan : people who need people
  • Creating a positive workplace : professional development
  • Reading the financials : financial management
  • Income, profit, cash flow : what the numbers are saying
  • Managing growth : the search for solutions
  • Exit, stage left.