Practice Made Perfect
This book presents a detailed overview of critical topics from financial management and human capital to IT and marketing, encompassing the management skills, approaches and mindsets needed for success. Practice Made Perfect includes management tools, worksheets and industry statistics.
This book presents a detailed overview of critical topics from financial management and human capital to IT and marketing, encompassing the management skills, approaches and mindsets needed for success.
Identifying how to assess the business and evaluate oneself as a manager, the authors present strategic thinking issues such as practice models, business plans and differentiators, in a Socratic style.
Practice Made Perfect includes management tools, worksheets and industry statistics.
BOOK DETAILS :Hardback, 304 Pages, Dimensions 234 x 156 MM Language English.
Introduction
1 The Financial Advisory Business The View from Here
2 Strategic Business Planning Defining the Direction
3 Knowing Your Clients The Value of Surveys
4 Building Leverage and Capacity The Challenge of Growth
5 The Fulcrum of Strategy Human Capital
6 The Care and Preening of Staff Professional Development
7 The Payoff for the Firm Compensation Planning
8 The Tools That Count Financial Management
9 Income, Profit, Cash Flow (and Other Dirty Words)
10 Referrals and Joint Ventures The Search for Solutions
Rebecca Pomering is a principal with Moss Adams LLP, specializing in strategic-planning and compensation consulting to the financial-advisory industry. She is a certified senior professional of human resources and the head of Moss Adams's compensation consulting and benchmarking practice.