Mark C. Tibergien & Rebecca Pomering 
Practice Made Perfect 
The Discipline of Business Management for Financial Advisers

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.

Зміст

Preface.

Acknowledgments.

Introduction.

1 The Financial Advisory Business.

The View from Here.

2 Strategic Business Planning.

Defining the Direction.

3 Knowing Your Clients.

The Value of Surveys.

4 Building Leverage and Capacity.

The Challenge of Growth.

5 The Fulcrum of Strategy.

Human Capital.

6 The Care and Preening of Staff.

Professional Development.

7 The Payoff for the Firm.

Compensation Planning.

8 The Tools That Count.

Financial Management.

9 Income, Profit, Cash Flow.

(and Other Dirty Words).

10 Referrals and Joint Ventures.

The Search for Solutions.

Afterword.

Appendix.

Index.

Про автора

Mark C. Tibergien was chairman of the Securities and
Insurance Niche and a principal at Seattle-based Moss Adams LLP,
the twelfth-largest accounting firm in the United States.
Accounting Today has recognized Tibergien among its ‘100
Most Influential People’ in the accounting profession, as well as
‘One of the 10 People to Know in Financial Planning.’ He
writes a monthly column for Investment Advisor magazine and
is coauthor of How to Value, Buy, or Sell a
Financial-Advisory Practice. Tibergien is now CEO of
Pershing Advisor Solutions.

Rebecca Pomering is a principal with Moss Adams LLP,
specializing in strategic-planning and compensation consulting to
the financial-advisory industry. She is a certified senior
professional of human resources and the head of Moss Adams’s
compensation consulting and benchmarking practice.