:the discipline of business management for financial advisers
/ by Mark C. Tibergien and Rebecca Pomering
1st ed.
Princeton
: Bloomberg Press,
, c2005.
xvi, 225 p. ill. 25 cm.
e
Includes index.
ng
The financial advisory business -- Strategic business planning -- Knowing your clients -- Building leverage and capacity -- The Fulcrum of strategy -- The care and preening of staff -- The payoff for the firm -- The tools that count -- Income, profit, cash flow -- Referrals and joint ventures.