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

Book Description:

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 senior partner 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 authority.

Praises for the book:

“ We hired Mark in 2000 to take us through a planning process for Accredited Investors, Inc. Since that time, our assets under management have quintupled, our infrastructure and management systems have been refined, our priorities have been modified, and we are working with bigger and happier clients. We paid thousands of dollars for his work and received a benefit far beyond that. Now Mark and Rebecca have put many of their ideas into this book. It’s a gift to the planning profession.”

ROSS LEVIN, CFP
President, Accredited Investors, Inc.
Author, The Wealth Management Index


“ Practice Made Perfect is the ideal opportunity to spend quality time with the best financial-advisory business consultants in the country. You get tips, tools, and worksheets to ensure that you can manage your practice to become the business success you want it to be. This book will be your new best friend—guaranteed.”

DEENA B. KATZ, CFP
President, Evensky, Brown & Katz
Author, Deena Katz on Practice Management and
Deena Katz’s Tools and Templates for Your Practice


“ Practice Made Perfect is outstanding. Mark Tibergien and Rebecca
Pomering have captured the key strategic planning issues for financial advisers who are serious about making money with their practices. The ideas offered in this book are worth many times the cover price.”

JOHN J. BOWEN JR.
Founder and CEO, CEG Worldwide, LLC



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