Tài liệu Practice Made Perfect 25 doc

... stock, 132–133 PILLAR, 89–90, 208–211 practice acquisitions, 177–181 practice life cycle, 7–11 practice- management assessment, 190–193 Practice Navigator™, 25 Principle-Centered Leadership (Covey), ... Changes in capital stock 23 – Dividends paid 24 +/– Adjustments to retained earnings 25 +/– Changes in minority interest 26 Financing cash flow (FCF) 27 Total cash fl...

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 ... appropriate decisions on planning and implementation. Virtual-Office Tools for a High- Margin Practice (Bloomberg Press, 2002) by David Drucker and Joel Bruckenstein is an excellent referen...

Ngày tải lên: 21/01/2014, 23:20

... client-service experi- ence that’s geared specifically to this optimal client. To accomplish 18 PRACTICE MADE PERFECT ing education on issues such as asset protection and transfer, which are especially ... wallet Standardized approach Famous person/famous team Other Strategies 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%...

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

... describe the process of establishing base pay. Base pay is typically fixed pay; com- 108 PRACTICE MADE PERFECT important than the others. It’s important to evaluate what moti- vates them—people, ... 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...

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

... which resonates in the New York gay and lesbian community, to the dedication to continu- 8 PRACTICE MADE PERFECT Blunder. In the blunder phase, business prospects are looking up. But this is a ... 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 dimi...

Ngày tải lên: 21/01/2014, 23:20