文档介绍：PRAISE FOR
Practice Made Perfect
The Discipline of Business Management
for Financial Advisers
by Mark C. Tibergien and a Pomering
“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
Mark and a 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
“ Practice Made Perfect is the ideal opportunity to spend quality time
with the best financial-advisory business consultants in the country.
You get tips, tools, and worksheets to ensure that you can manage
your practice to e the business ess you want it to be. This
book will be your new best friend—guaranteed.”
DEENA B. KATZ, CFP
President, Evensky, Brown & Katz
Author, Deena Katz on Practice Management and
Deena Katz’s Tools and Templates for Your Practice
“ Practice Made Perfect is outstanding. Mark Tibergien and a
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
“Mark Tibergien and a 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 menta-
tors on our profession’s business management. I thought I had heard
it all. Not so. Mark and a bring many new and important
insights. Everybody in this business needs to read this book.”
TIM KOCHIS, JD, MBA, CFP
CEO, Kochis Fitz Wealth M