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Practice made perfect : the discipline of business management for financial advisers / by Mark C. Tibergien and Rebecca Pomering.

By: Contributor(s): Material type: TextTextPublication details: Princeton : Bloomberg Press, c2005.Edition: 1st edDescription: xvi, 225 p. : ill. ; 25 cmISBN:
  • 1576601722 (alk. paper)
Other title:
  • Discipline of business management for financial advisers
Subject(s): DDC classification:
  • 332.0240068 PRA 22
LOC classification:
  • HG179.5 .T53 2005
Online resources:
Contents:
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.
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Item type Current library Collection Call number Status Barcode
eBooks eBooks eBooks eBooks NFIC 332.0240068 PRA (Browse shelf(Opens below)) Available BMFL23080333

Includes index.

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.

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