Practice Made Perfect: The Discipline of Business Management for Financial Advisors
Mark C. Tibergien | Rebecca Pomering


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1 Insightful!
A well-engineered and reliable kitchen appliance, say a toaster oven or a blender, has a certain functional beauty, and so does this book. Authors Mark C. Tibergien and Rebecca Pomering specifically target and serve financial advisers who own consulting firms. Based on their decades of consulting experience, the authors offer sound advice designed to protect - or deliver - any small financial service firm from a fiscal crisis. In the course of doing so, they debunk several myths, such as the notion that you can simply sell your way out of poor financial performance, or that most small firms don't need to borrow to pay for their operations. With an appendix chock full of helpful tools, such as a cash-flow calculator, a sample financial statement and a practice-management assessment questionnaire, this is a useful book for any small consultancy. We strongly recommend this book to financial advisers who know the value of good advice.
2 Required Reading
When you ask the question "How do I get my business to the next level?" In reality you first need to understand the answer to the silent question "Where am I now and what is the next level?" This book provideds thousands of dollars worth of professional consulting insight and is required reading for any financial professional who wants to be considered a financial professional.
3 Great book for advisory firms in transition.
Tibergien and Pomering do a great job of jamming a fortune in good advice into a book any advisor can buy for what it costs to get a good haircut. If you're like me, you'll keep it on your desk and use it as your firm's operating manual. Great stuff!

Monday, 07-Jul-2008 10:20:22 CDT
Quote of the Day:


Mystics always hope that science will some day overtake them.

-- Booth Tarkington

Q: Why did the germ cross the microscope?
A: To get to the other slide.