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  • Practice Made Perfectby Mark C. Tibergien; Rebecca Pomering

    Wiley 2010; US$ 56.99

    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... more...

  • How to Value, Buy, or Sell a Financial Advisory Practiceby Mark C. Tibergien; Owen Dahl

    Wiley 2010; US$ 96.99

    Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large.... more...

  • Practice Made (More) Perfectby Mark C. Tibergien; Rebecca Pomering

    Wiley 2011; US$ 65.99

    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... more...

  • Building Leverage and Capacityby Mark C. Tibergien; Rebecca Pomering

    Wiley 2010; US$ 17.50

    One of the most important strategies for a successful investment advisory or wealth management firm is how to manage growth and profits. Once an advisory firm begins to add any staff, it has started to accelerate its growth. It will need to monitor and measure performance, coach and counsel people, produce an increasing amount of revenue to cover... more...

  • You've Been Framedby Ray Sclafani; Mark C. Tibergien

    Wiley 2015; US$ 34.99

    Reframe "wealth management" to achieve sustainable success in financial services You've Been Framed™ is a step-by-step guide for achieving ultimate profitability and sustainability for your financial advisory firm. Whether you're a savvy entrepreneur ready to dominate your competitors, or a more experienced advisor moving toward selling... more...

  • The Enduring Advisory Firmby Mark C. Tibergien; Kimberly G. Dellarocca

    Wiley 2016; US$ 52.99

    A guide for financial advisors who are ready to embrace new opportunities The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. In this book, Mark Tibergien—routinely... more...

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