Practice Made Perfect: The Discipline of Business Management for Financial Advisors BY Mark C. Tibergien , Rebecca Pomering

Practice Made Perfect: The Discipline of Business Management for Financial Advisors BY Mark C. Tibergien , Rebecca Pomering
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Practice Made Perfect:

The Discipline of Business Management for Financial Advisors

BY Mark C. Tibergien , Rebecca Pomering



Publisher: Bloomberg Press; Not Given edition (March 1, 2005)





Review

"A gift to the planning profession." -- Ross Levin, CFP; President, Accredited Investors, Inc.

"A wealth of useful information... provides you with the necessary tools to manage you practice more effectively." -- MorningstarAdvisor.com, February 10, 2005

"Great insights...I recommend this book as a must-read for every serious financial planner, unless, of course, you're already 'perfect.'" -- Journal of Financial Planning - October, 2005

"Practice Made Perfect is the ideal opportunity to spend quality time with the best financial-advisory business consultants in the country." -- Deena B. Katz, CFP; President, Evensky & Katz

"The ideas offered in this book are worth many times the cover price." -- John J. Bowen Jr.; Founder and CEO, CEG Worldwide, LLC

I thought I had heard it all. Not so. Mark and Rebecca bring many new and important insights. -- Tim Kochis, JD, MBA, CFP; CEO, Kochis Fitz Wealth Management

Since we hired Mark, our firm's AUM have quintupled. This book is a gift to the planning profession. -- Ross Levin, CFP, President, Accredited Investors Inc.

The perfect opportunity to spend quality time with the best financial-advisory business consultants in the country. -- Deena B. Katz, CFP, President, Evensky, Brown & Katz Review "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 he 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 "This is the book a lot of practitioners have been waiting for. Mark and Rebecca are the foremost experts in this area, so expectations are high. They exceeded my expectations by a wide margin. Practice Made Perfect is loaded with practical items as well as meaningful insights that will surely help advisers become better businesspeople." !Dan Moisand, CFP Principal, Spraker, Fitzgerald, Tamayo & Moisand, LLC

"Mark Tibergien and Rebecca Pomering have served up a real treat in Practice Made Perfect. I've known them both for quite a while, as consultants to our firm and as two of the most respected commentators on our profession's business management. I thought I had heard it all. Not so. Mark and Rebecca offer many new and important insights. Everybody in this business needs to read this book." !Tim Kochis, JD, MBA, CFP CEO, Kochis Fitz Wealth Management Author, Managing Concentrated Stock Wealth

"Most financial planners, including myself, start a practice because we love the work. It doesn't take long to recognize that if we want to be successful long-term, we have to build a business. Building a business is what Practice Made Perfect is all about. This book is not a "how to start" a practice. Rather, it is a guide to taking your practice from where it is today to where you want it to be tomorrow. A must-read for practitioners who are serious about our profession." !Elaine E. Bedel, CFP President, Bedel Financial Consulting, Inc.

"Mark and Rebecca are a dynamic duo--they are bright, insightful, and able to get right to the heart of what is important in managing and growing a financial-advisory business. Practice Made Perfect is full of practical advice and ideas that every serious financial adviser should know to manage their business. Their continued advice and this book are priceless." !Greg Sullivan, CPA, CFP President, Sullivan, Bruyette, Speros & Blayney, Inc.

"Practice Made Perfect is outstanding. Mark Tibergien and Rebecca Pomering have captured the key strategic-planning issues for financial advisers who are serious about making money with their practices. The ideas offered in this book are worth many times the cover price." !John J. Bowen Jr. Founder and CEO, CEG Worldwide, LLC