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Practice Made Perfect 2

Practice Made Perfect 2 is the ideal opportunity to spend quality time with the best financial-advisory business consultants in the country. You get tips, tools, and worksheets to ensure that you can manage your practice to become the business success you want it to be. This book will be your new best friend—guaranteed | This page is intentionally blank Contents Preface ix Acknowledgments xi Introduction xiii 1 The Financial Advisory Business The View from Here 1 2 Strategic Business Planning Defining 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 Care and Preening of Staff Professional Development 89 7 The Payoff for the Firm Compensation Planning 111 8 The Tools That Count Financial Management 137 9 Income Profit Cash Flow and Other Dirty Words 149 10 Referrals and Joint Ventures The Search for Solutions 173 Afterword Appendix Index 183 189 221 This page is intentionally .