Tài liệu Practice Made Perfect 1 ppt

... Blayney, Inc. This page is intentionally blank Practice Made Perfect 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 ALSO AVAIL ABLE FROM BLOOMBERG ... for their indulgence

Ngày tải lên: 21/01/2014, 23:20

... What is the best route, all 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 ... 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 dim...

Ngày tải lên: 21/01/2014, 23:20

... fairly rewarded for what you provide. Note 1. Paul M. Kholakia and Vicki G. Morwitz, “How Surveys Influence Customers,” Harvard Business Review (2002): 18 19 . This page is intentionally blank A S ... “Some clients wanted to meet less 39 KNOWING YOUR CLIENTS The Value of Surveys 3. 40 PRACTICE MADE PERFECT often than we currently do. Also, some clients wanted more general commun...

Ngày tải lên: 21/01/2014, 23:20

... do was to build my client base and give life-altering advice to 71 THE FULCRUM OF STRATEGY Human Capital 5. 72 PRACTICE MADE PERFECT those who hired me. Who knew that running a business could ... amount of flex- ibility and advantage for advisers who operate in the fee-only market. 70 PRACTICE MADE PERFECT Not only do these advisers collect fees in a wholly owned business...

Ngày tải lên: 21/01/2014, 23:20

... recognition. All of these problems are fixable. Only a small percentage said that low com- 88 PRACTICE MADE PERFECT ing, or unsuited to their work style. By knowing their orientation, you can place ... can apply a standard 89 THE CARE AND PREENING OF STAFF Professional Development 6. 90 PRACTICE MADE PERFECT of evaluation that goes beyond revenue production. To help evaluate...

Ngày tải lên: 26/01/2014, 18:20

... the payroll. The chance to add 15 percent to the bottom line and reinvest or redirect it to top performers is certainly worth your attention. 10 2 PRACTICE MADE PERFECT We have helped many firms ... find people 10 4 PRACTICE MADE PERFECT who will. As Winston Churchill said, “Graveyards are filled with indispensable people.” Hiring Your Boss: Do You Need a CEO? Does your advi...

Ngày tải lên: 26/01/2014, 18:20

... certificate holder 14 .6% Variance in salary if CFP certificant 11 1% $250,000– Population of local market <$250,000 $1, 000,000 $1, 000,000+ No Data % of positions reported by population 18 .4% 23.3% ... in salary by work experience 89% 10 5% 13 9% Tenure (in years) 1 3 5.75 Variance in salary by tenure 10 5% 97% 12 3% THE PAYOFF FOR THE FIRM: COMPENSATION PLANNING 12 3 As...

Ngày tải lên: 26/01/2014, 18:20

... too much of a burden on a small-business owner? No, not with 13 7 THE TOOLS THAT COUNT Financial Management 8. 12 8 PRACTICE MADE PERFECT Consider these questions: ! What are the thresholds to ... restrictions are lifted over a period of time or lapse gradually. 13 4 PRACTICE MADE PERFECT Example BLT Financial grants Steve 10 ,000 restricted membership units. The units are n...

Ngày tải lên: 26/01/2014, 18:20

... When the practice grows, advisers add balance-sheet FIGURE 8.3 Cash Flow Dynamics Assets ▲ Cash ▼ Liabilities ▼ Cash ▼ Liabilities ▲ Cash ▲ Assets ▼ Cash ▲ 13 8 PRACTICE MADE PERFECT the ... the more its bal- ance-sheet assets grow. Since all balance sheets are supposed to bal- 14 0 PRACTICE MADE PERFECT ance, it also becomes necessary for the funding side to grow. How...

Ngày tải lên: 26/01/2014, 18:20

... Figure 9 .1 allows you to quickly assess problems and observe patterns. By converting numbers into ratios, 14 9 INCOME, PROFIT, CASH FLOW (and Other Dirty Words) 9. 15 0 PRACTICE MADE PERFECT you ... Income Statement Revenue $1, 000,000 10 0% Direct expenses 400,000 40 Gross profit 600,000 60 Overhead expenses 350,000 35 Operating profit 250,000 25 15 2 PRACTICE MADE PERFEC...

Ngày tải lên: 26/01/2014, 18:20