Practice made perfect: the discipline of business management for financial advisers

Mark C. Tibergien, Rebecca Pomering9781576601723, 1576601722

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.