Tài liệu Practice Made Perfect 5 doc

... 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 ... practitioner might treat routine family ailments. When FIGURE 2.1 Do You Know Your Strategy? 0 5 10 15 20 25 Niche market firm Dominant local firm Technical specialty firm Uniq...

Ngày tải lên: 21/01/2014, 23:20

... solo practitioners, 51 54 entrepreneurs common characteristics, 51 difference between self-employed and, 49 50 efficiency limitations, 54 56 growth, dealing with, 50 51 , 59 –61 solo versus ... cash-basis, 1 45 146 fundamentals of, 137–138 Accredited Investors, 25 26, 39–40 accrual accounting, 146 administrative staff, use of, 54 56 Advisor Impact, 5, 39, 40, 56 Client...

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

... 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

... 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’re young, and I’m able to tend ... 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 t...

Ngày tải lên: 21/01/2014, 23:20

... 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% 19% 15% 9% 4 .5% 2 .5% Source: ... 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...

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

... 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 what Practi...

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