Practice made (more) perfect transforming a financial advisory practice into a business /
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| Main Author: | |
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| Corporate Author: | |
| Other Authors: | |
| Format: | Electronic eBook |
| Language: | English |
| Published: |
Hoboken, N.J. :
Wiley,
c2011.
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| Series: | Bloomberg financial series.
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| Subjects: | |
| Online Access: | Click to View |
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Table of Contents:
- The financial advisory business : what's next?
- Strategic business planning : defining the direction
- Managing workflow : the back office moves forward
- Building leverage and capacity
- The human capital plan : people who need people
- Creating a positive workplace : professional development
- Reading the financials : financial management
- Income, profit, cash flow : what the numbers are saying
- Managing growth : the search for solutions
- Exit, stage left.