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Tibergien and Pomering are principals and consultants with the Moss Adams accounting firm; they've found that financial advisers who do a fine job of planning for their clients often fail to strategize, analyze, and plan for the success of their own business. They tell leaders of financial-planning firms, investment management firms, and other advisory firms how to think strategically and deal with challenges such as making enough money for the effort they put in, taking the time to manage and generate revenue, attracting the right type of clients, finding and keeping staff, and managing growth effectively.
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Practice Made Perfect The Discipline of Business Management for Financial Advisers by Mark C. Tibergien and Rebecca Pomering
“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. K ATZ , CFP
President, Evensky, Brown & Katz Author, Deena Katz on Practice Management and Deena Katz’s Tools and Templates for Your Practice
“Practice Made Perfect