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Building Leverage and Capacity

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Building Leverage and Capacity

The Challenge of Growth

Rebecca Pomering, Mark C. Tibergien

Bloomberg Press
Collection: Wiley Global Finance Executive Select
Publication date : 2010-12-17

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One of the most important strategies for a successful investment advisory or wealth management firm is how to manage growth and profits. Once an advisory firm begins to add any staff, it has started to accelerate its growth. It will need to monitor and measure performance, coach and counsel people, produce an increasing amount of revenue to cover the added overhead, and invest in more technology solutions, office space, and employee benefits. Author Mark Tibergien, named by Investment Advisor as one of the most influential people in the industry, provides a comprehensive analysis of:

Managing the rising costs of an advisory firm
Management and quality control
Client satisfaction
Training staff

Filled with models, statistics, and case studies, this chapter from Practice Made Perfect looks at the client-service approach, infrastructure, and compensation techniques necessary for an advisory firm to grow into an elite practice.

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About the book

Author

Rebecca Pomering , Mark C. Tibergien

Imprint

Bloomberg Press

Collection

Wiley Global Finance Executive Select

Publication date

2010-12-17

Pages

21 pages

Print ISBN

9781118108413

Language

English

Ebook informations

EAN EPUB

9781118006580

Price

£11.59

Copy count 0

Print count 21

File size 451 Ko

Informations accessibility

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About author(s)

Rebecca Pomering

Mark C. Tibergien

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