Practice made perfect :the discipline of business management for financial advisers
- 作者: Tibergien, Mark C.,
- 其他作者: Pomering, Rebecca,
- 出版: Princeton : Bloomberg Press 2005.
- 版本: 1st ed.
- 稽核項: 1 online resource (xvi, 225 pages) :illustrations.
- 標題: BUSINESS & ECONOMICS Personal Finance -- Budgeting. , Executive ability. , Personal FinanceMoney Management. , BUSINESS & ECONOMICS Personal Finance -- Money Management. , Aptitude pour la direction. , Personal FinanceBudgeting. , BUSINESS & ECONOMICS , Gestion. , management. , Electronic books. , Planificateurs financiers. , Financial planners. , Management.
- ISBN: 0470884959 , 9780470884959
- ISBN: 1576602133 , 9781576602133 , 1576601722
- 試查全文@TNUA:
- 附註: Includes index. 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.
- 摘要: No matter their firm's size, structure, or concentration, financial advisers need to apply the principles of sound management to succeed. The business of providing financial advice depends on mastering the disciplines of strategy, financial management, human capital, sales and marketing, operations, and IT. Renowned industry gurus Mark Tibergien and Rebecca Pomering offer their considerable knowledge based on first-hand experience to advisers wishing to enhance their business.
- 電子資源: https://dbs.tnua.edu.tw/login?url=https://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&AN=127459
- 系統號: 005314658
- 資料類型: 電子書
- 讀者標籤: 需登入
- 引用網址: 複製連結
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.
來源: Google Book
來源: Google Book
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