Tài liệu Practice Made Perfect 4 pptx

... 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

... hiring other people and building a larger organization, she plans to focus on her unique 74 PRACTICE MADE PERFECT ability, which is advising clients, not managing staff. This is a viable approach ... 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 busines...

Ngày tải lên: 21/01/2014, 23:20

... relationship with their team and reduce turnover. With each evaluation, we were able to counsel 94 PRACTICE MADE PERFECT the owner on how well he communicated with the staff, how well he recognized their ... 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...

Ngày tải lên: 26/01/2014, 18:20

... find people 1 04 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 advisory practice need ... avoid conflict with their staff. That’s not possible. Having structure doesn’t mean 100 PRACTICE MADE PERFECT you can’t have a happy, fun, cheerful, and even loose environment...

Ngày tải lên: 26/01/2014, 18:20

... forfeiture risk. The restrictions are lifted over a period of time or lapse gradually. 1 34 PRACTICE MADE PERFECT Example BLT Financial grants Steve 10,000 restricted membership units. The units ... forfeiture) each year. If Steve leaves the firm, he forfeits all nonvested options. 130 PRACTICE MADE PERFECT Advantages to firm ! The employee has a strong incentive to contribute...

Ngày tải lên: 26/01/2014, 18:20

... $46 ,666. In other words, to cover that additional $35,000 of overhead (not counting benefits), you’d need to generate an addi- tional $46 ,666 in new revenue to break even. 160 PRACTICE MADE PERFECT Trend ... unnec- essary conflict. So as the practice grows, begin to project your equity needs and retain earnings appropriately so that you will not have to 158 PRACTICE MADE PER...

Ngày tải lên: 26/01/2014, 18:20

... 23– 24 Sullivan, Dan, 6, 23 surveys caution when using, 46 47 costs of, 42 43 how to get constructive responses, 42 45 opposition to, 40 professional services, use of, 43 value of, 39 40 , 41 42 ... 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...

Ngày tải lên: 24/12/2013, 17:15

... 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 ... 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 wha...

Ngày tải lên: 21/01/2014, 23:20

... 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 ... the Direction 13 3 Knowing Your Clients The Value of Surveys 39 4 Building Leverage and Capacity The Challenge of Growth 49 5 The Fulcrum of Strategy Human Capital 71 6 The Car...

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 ... boss. For many, the desire is to keep all elements of a practice THE FINANCIAL ADVISORY BUSINESS: THE VIEW FROM HERE 3 4 PRACTICE MADE PERFECT within arm’s reach. So alt...

Ngày tải lên: 21/01/2014, 23:20