Practice Made (More) Perfect: Transforming a Financial Advisory Practice Into a Business (Bloomberg Financial)
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Practice Made (More) Perfect: Transforming a Financial Advisory Practice Into a Business (Bloomberg Financial)

by Mark C. Tibergien, Rebecca Pomering

Business Finance
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A resource for financial advisors looking to evolve their practice into a professionally managed business.

About This Book

Practice Made (More) Perfect offers insights for transforming a financial advisory practice into a structured business.

The book addresses key operational and strategic considerations relevant to advisory firms.

Readers can explore approaches to improving efficiency and long-term viability.

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I will be using this book for: