Tài liệu Practice Made Perfect 14 doc

... of compensation pro- grams that would contradict or undermine this philosophy. Often, 114 PRACTICE MADE PERFECT Compensation Philosophy at Kochis Fitz THE COMPENSATION PROGRAM at Kochis Fitz ... performance appraisal process. 111 THE PAYOFF FOR THE FIRM Compensation Planning 7. 112 PRACTICE MADE PERFECT ! They focus too much on the total dollars to be paid—the what — and n...

Ngày tải lên: 26/01/2014, 18:20

... Solutions, 16 assets current, 140 f ixed, 140 141 Atlas Shrugged (Rand), 95 Bachrach, Bill, xiv, 23 balance sheets analysis of, 162–168 description of, 139 143 , 214 215 Balasa, Mark, 15–16 BAM ... Index accounting accrual, 146 cash-basis, 145 146 fundamentals of, 137–138 Accredited Investors, 25–26, 39–40 accrual accounting, 146 administrative staff, use of, 54–56 Advisor .....

Ngày tải lên: 24/12/2013, 17:15

... technology more effectively in your practice. The big challenge is in knowing how to frame your technology choices, how to integrate new technology into your practice, and how to evaluate your ... Words) 149 10 Referrals and Joint Ventures The Search for Solutions 173 AFTERWORD 183 APPENDIX 189 I NDEX 221 Contents This page is intentionally blank ix SO MANY OWNERS of financial-advi...

Ngày tải lên: 21/01/2014, 23:20

... Deployed 25% 25% 21% 21% 11% 11% 10% 10% 9% 9% 7% 7% 2% 2% 1% 1% 14% 14% 25% 21% 11% 10% 9% 7% 2% 1% 14% Percentage Source: © Moss Adams LLP STRATEGIC BUSINESS PLANNING: DEFINING THE DIRECTION 19 symptoms become more complex and beyond the doctor’s ... client-service experi- ence that’s geared specifically to this optimal client. To accomplish 18 PRACTICE MADE PERFECT ing educatio...

Ngày tải lên: 21/01/2014, 23:20

... very least, it provides an interesting documentary for you to study someday when you want to reflect on what you’ve accomplished. 28 PRACTICE MADE PERFECT this, you need to break down the ... and how does this apply to your practice? So as you begin the planning cycle each year, be sure to document the elements that will drive future value in your practice and the hur- dles you...

Ngày tải lên: 21/01/2014, 23:20

... turned out to be additions in square footage to accommodate the growing 60 PRACTICE MADE PERFECT support staff of many practices and the desire of many advisers to be housed in more impressive ... Supervised independence Independent broker-dealer 4. Total independence Custodian Source: © Moss Adams LLP 58 PRACTICE MADE PERFECT ing, I have time to spend with my kids while they’r...

Ngày tải lên: 21/01/2014, 23:20

... 19% 19% 15% 9% 4.5% 2.5% Source: © Business Insight Technologies 78 PRACTICE MADE PERFECT in definitions and expectations across practices. This hodgepodge is symptomatic of an immature industry ... possibly responsible for some client management, but main focus is business development. 80 PRACTICE MADE PERFECT Support Functions ! Junior financial planner, junior financial advis...

Ngày tải lên: 26/01/2014, 18:20

... 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 Rebecca Pomering have captured the key ... a practice because we love the work. It doesn’t take long to recognize that if we want to be successful long-term, we have to build a business. Building a business is what P...

Ngày tải lên: 21/01/2014, 23:20

... areas of practice management and determine where to begin the work of transforming the practice you have into the one you’ve always believed it could be. XVI INTRODUCTION Practice Made Perfect This ... returns 1 THE FINANCIAL ADVISORY BUSINESS The View from Here 1. 2 PRACTICE MADE PERFECT projected for the foreseeable future have made revenue growth— at least organic...

Ngày tải lên: 21/01/2014, 23:20

... things considered? What are the 13 STRATEGIC BUSINESS PLANNING Defining the Direction 2. 14 PRACTICE MADE PERFECT gaps and obstacles that prevent you from achieving your goals? What steps must ... watchwords are “renewal or decline.” Usually, by the time a firm is in this stage, the 10 PRACTICE MADE PERFECT conditions of shrinking client list, shrinking profitability, and di...

Ngày tải lên: 21/01/2014, 23:20