Screen LibraryPractice made (more) perfect transforming a financial advisory practice into a business /
A revised and expanded look at how to thrive and prosper in the financial advisory business A new and revised edition of the eye-opening, no-nonsense handbook on managing and growing a financial-advisory business, Practice Made (More) Perfect is packed with industry insight and practical ideas that...
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| Literature type: | Electronic eBook |
| Language: | English |
| Series: |
Bloomberg financial series
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| Online Access: |
http://onlinelibrary.wiley.com/book/10.1002/9781118531549 |
| Summary: |
A revised and expanded look at how to thrive and prosper in the financial advisory business A new and revised edition of the eye-opening, no-nonsense handbook on managing and growing a financial-advisory business, Practice Made (More) Perfect is packed with industry insight and practical ideas that every leader and manager within a financial advisory practice needs to know in order to get the most out of their business. Regardless of how little time is available or how seriously challenged a firm may be, this book contains the information that can help. The principles of sound management app |
| Item Description: | Includes index. |
| Carrier Form: | 1 online resource (xxi, 313 p.) : ill. |
| ISBN: |
9781118095485 (electronic bk.) 1118095480 (electronic bk.) 9781118531549 (electronic bk.) 111853154X (electronic bk.) 9781118095492 (electronic bk.) 1118095499 (electronic bk.) 9781118095478 (electronic bk.) 1118095472 (electronic bk.) |
| Index Number: | HG179 |
| CLC: | F830.59 |
| 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. |