Tài liệu Practice Made Perfect 2 doc

... decisions on planning and implementation. Virtual-Office Tools for a High- Margin Practice (Bloomberg Press, 20 02) by David Drucker and Joel Bruckenstein is an excellent reference in this area, ... for Solutions 173 AFTERWORD 183 APPENDIX 189 I NDEX 22 1 Contents This page is intentionally blank ix SO MANY OWNERS of financial-advisory practices complain that they don’t have the time t...

Ngày tải lên: 21/01/2014, 23:20

... and Staffing Study, 66, 72, 77, 104, 121 , 122 – 123 , 151, 1 52, 169, 178, 21 2 21 3 financial statements balance sheets, 139–143, 21 4 21 5 cash flow statements, 146–148 22 2 I NDEX Rebecca Pomering ... professional ÷ = 21 8 WORKSHEET 9 Calculations for Ratios compensation base pay, 117–118, 120 – 124 benchmarking, 121 – 124 , 21 2 21 3 benefits, 119 bonuses and incentives,...

Ngày tải lên: 24/12/2013, 17:15

... 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% Percentage Source: © Moss Adams LLP STRATEGIC ... individuals who’ve inherited wealth. Is there a common thread that runs through the group? 22 PRACTICE MADE PERFECT What specific needs have they asked you to addr...

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 ... achieve in the next five years, including: 32 PRACTICE MADE PERFECT 1. Implement a compensation policy that aligns with business, team, and individual goals 2. Create an environment t...

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 ... firms have two common structures: the multidisciplinary model and the leveraged model. 62 PRACTICE MADE PERFECT The Multidisciplinary Model The multidisciplinary model entails an...

Ngày tải lên: 21/01/2014, 23:20

... job? 1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 ... 9 10 1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10 68% 16%16% 2. 5% 4.5% 9% 15% 19...

Ngày tải lên: 26/01/2014, 18:20

... performance appraisal process. 111 THE PAYOFF FOR THE FIRM Compensation Planning 7. 1 12 PRACTICE MADE PERFECT ! They focus too much on the total dollars to be paid—the what — and not enough ... 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...

Ngày tải lên: 26/01/2014, 18:20

... 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 ... Katz Author, Deena Katz on Practice Management and Deena Katz’s Tools and Templates for Your Practice “ Practice Made Perfect is outstanding. Mark Tibergie...

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 organi...

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