Customer Reviews

Practice Made Perfect: The Discipline of Business Management for Financial Advisors

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A well-engineered and reliable kitchen appliance, say a toaster oven or a blender, has a certain functional beauty, and so does this book. Authors Mark C. Tibergien and Rebecca Pomering specifically target and serve financial advisers who own consulting firms. Based on their decades of consulting experience, the authors offer sound advice designed to protect - or deliver - any small financial service firm from a fiscal crisis. In the course of doing so, they debunk several myths, such as the notion that you can simply sell your way out of poor financial performance, or that most small firms don't need to borrow to pay for their operations. With an appendix chock full of helpful tools, such as a cash-flow calculator, a sample financial statement and a practice-management assessment questionnaire, this is a useful book for any small consultancy. We strongly recommend this book to financial advisers who know the value of good advice.

Outstanding book. A must read for anyone who wants a clear idea on how to organize and manage a financial planning practice. Most importantly, this book also explains the performance metrics that must be set up, how to read them, and the appropriate action needed to keep your practice on track. Warland Griffith III, CFP®

When you ask the question "How do I get my business to the next level?" In reality you first need to understand the answer to the silent question "Where am I now and what is the next level?" This book provideds thousands of dollars worth of professional consulting insight and is required reading for any financial professional who wants to be considered a financial professional.

Tibergien and Pomering do a great job of jamming a fortune in good advice into a book any advisor can buy for what it costs to get a good haircut. If you're like me, you'll keep it on your desk and use it as your firm's operating manual. Great stuff!

I have been a long-time fan of what Mark Tibergien preaches about practice management. So when I heard he and Rebecca Pomering were writing a book, I began to count down the days 'til I could get my hands on it. Let me tell you, even my expectations were exceeded. Do you remember the movie where someone said, "If you build it, they will come?" Well, if this buy this book, then new business is certain to come your way. Do yourself a favor and learn from the gurus of the financial planning world.

I bought this book for my husband and his feedback is this a good book for pointers and ideas. You take from it what is relevant to you. Would recommend.

The book arrived immediately and is in excellent condition. It looked new
although it was offered as used.