Practice Made (More) Perfect: Transforming a Financial Advisory Practice Into a Business

by Mark C. Tibergien

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 apply to firms of all types, and the tools provided in this book are guaranteed to be applicable under practically any circumstances. Many financial advisers run their businesses as if acquiring more clients will solve any and all problems, but without a strategic framework, more clients just lead to more demands and less time to meet them. The truly successful firm will build strategy, structure, and processes that will ultimately translate into increased profits, cash flow, and transferable value.

336 pages, Hardcover

First published June 30, 2011

Reviews

[Paul · Rating 4 out of 5]

Practical Tool for Growing Advisors

I enjoyed reading this book and felt that it was very helpful to me as I plan out my team going forward. I would recommend this to any advisor that has got a growth mindset and open to broader visions to their plan.

[Eric Courage · Rating 1 out of 5]

Negative three stars.