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

When financial advisers need guidance on running their business, they turn to Mark Tibergien, the most prominent, most respected authority and hands-on consultant on the science and practice of managing financial advisory firms. Together with Moss Adams colleague and principal Rebecca Pomering, they have combined their years of research and analysis to write the definitive book on the subject. The authors first identify how to assess the business and evaluate oneself as a manager. They then present strategic-thinking issues—such as practice models, business plans, and differentiators—in a Socratic style. This is followed by a detailed overview of critical topics, from financial management and human capital to IT and marketing—encompassing the management skills, approaches, and mindsets needed for success. With management tools, worksheets, and industry statistics, Practice Made Perfect is the authoritative book from the industry's expert.

How do you build a financial advisory business in today’s competitive and often-saturated markets? How can you break through the clutter, and develop strong and lasting client relationships? We believe it can be done by harnessing the power of practice management! The Power of Practice Management shows you the “how,” “why” and “what” of taking your business to the next level, introducing you to best practices and the thinking behind actions of some of the industry’s top-quartile firms. Author Matt Matrisian leads you on a journey filled with intriguing ideas and bottom-line lessons that teach you how to work on your business, not just in it. Whether you’re the head of a large advisory firm, part of a small practice or just starting out, you will discover a roadmap for turning your good business into a better one. The author also addresses: Making business strategy and planning part of your defined game plan; Transforming your firm’s vision and goals to build your business Capitalizing on referral sources and centers of influence Your personal brand as a product of intuitive thinking And much more. The Power of Practice Management teaches you how to channel the strength of your business and connect it to your clients’ experiences. The results unlock the secrets to driving customer loyalty, referral revenue, and business prosperity. In the process, you’ll also enhance your personal brand – allowing you the opportunity for business prosperity.

Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issue—the value of the firm. Unfortunately, many advisers–whether veteran or novice—simply don't know the worth of their practice or how to influence it. That's why How to Value, Buy, or Sell a Financial-Advisory Practice is such an important book. It takes advisers carefully through the logic and the legwork of coming to a true assessment of one of their most important personal assets—their business. Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that's essential and solutions that work.

Reflective practice has been widely adopted as a successful method for developing nursing. The second edition of Transforming Nursing through Reflective Practice provides a wealth of new insights from practitioners actively involved in reflective practice in nursing research, education, clinical practice and practice development. This invaluable book enables nurses to continually evaluate their own practice in order to inform their approaches to reflection; critique, develop and monitor their professional practice; and thereby improve the quality of their patient care. There is a greater emphasis in the new edition on transforming practice, the research base for reflective practice and grounding the reflective process in clinical practice. * Examines the contribution of reflective practice to nursing * Enables nurses to continually develop their practice and improve patient care * Includes insights from many areas of clinical practice * Explores the role of reflection in clinical supervision and research studies * Examines the role of narrative and reflective dialogue in reflective practice

Praise for Developing Practice Competencies A Foundation for Generalist Practice «This is the textbook I have been waiting for. The author engages the reader from the very beginning. It includes comprehensive coverage of EPAS standards and practice behaviors that any social work instructor would be delighted with. Mark Ragg's explanation of social work concepts and practice skills is very readable and well illustrated. This textbook will enhance social work students' self-confidence in their skills as beginning practitioners. This is an author who clearly knows how to engage and excite social work students about contemporary social work. Strongly recommended for generalist practice programs!» —Mary Fran Davis, LCSW Austin Peay State University, Clarksville, Tennessee An applied, experiential introduction for the development of generalist practice skills in the helping professions Designed to help students in social work and human services programs establish a solid skill foundation for professional practice, Developing Practice Competencies holistically organizes this content knowledge through a consistent framework integrated throughout the book. Developing Practice Competencies explores: How to build on current interpersonal skills to develop a professional identity and a specialized repertoire of intervention skills How to work competently with diverse client groups taking into account the cultural and social contexts of each client situation Ways to engage individuals and larger client systems in focused work toward client-specific goals Successfully managing the nuances and challenges of the helping relationship Combining specific skills for use in evidence-based models Filled with rich examples, role-plays, and exercises, Developing Practice Competencies covers the foundation competencies necessary for students preparing to work with individuals, families, groups, organizations, and communities on behalf of underserved and socially compromised people. An accompanying DVD offers video of the practice skills in action and electronic versions of exercises for classroom discussions.

A complete guide to freelance graphic design—created specifically for design students Why wait until you graduate? Freelancing is a great way to jumpstart your career in graphic design. It lets you apply what you've been learning in school, close the gaps in your education with real-world experience, enhance your portfolio—and make a little money at the same time. A Graphic Design Student's Guide to Freelance: Practice Makes Perfect covers everything you need to know to begin successfully freelancing as a designer, including how to set up your business, deal with legal and financial issues, find clients, and work with them effectively. This full-color guide is divided into sections that correspond to your particular skill level as a student—beginner, intermediate, or advanced. These sections give you specific tasks and goals to help your freelance design work go smoothly as you progress from your very first professional job to gain experience with a range of projects and clients and prepare to move into a full-time graphic design career once you complete your studies. Complete with sample forms available online (invoices, a proof approval form, job jacket, and more) and 175 color images, including samples of paid work created by students, A Graphic Design Student's Guide to Freelance: Practice Makes Perfect will help you navigate the world of freelance design with confidence. Inside this book, you will learn to: Write a business plan Purchase key equipment Set rates and draw up contracts Find and manage clients Create and show concepts Market your company Expand your business Develop your portfolio And more

Stay one step ahead of the competition with this expert review of the most impactful and disruptive business trends coming down the pike  Far from slowing down, change and transformation in business seems to come only at a more and more furious rate. The last ten years alone have seen the introduction of groundbreaking new trends that pose new opportunities and challenges for leaders in all industries.  In  Business Trends in Practice: The 25+ Trends That Are Redefining Organizations,  best-selling business author and strategist Bernard Marr breaks down the social and technological forces underlying these rapidly advancing changes and the impact of those changes on key industries.  Critical consumer trends just emerging today—or poised to emerge tomorrow—are discussed, as are strategies for rethinking your organisation’s product and service delivery. The book also explores: Crucial business operations trends that are changing the way companies conduct themselves in the 21st century The practical insights and takeaways you can glean from technological and social innovation when you cut through the hype Disruptive new technologies, including AI, robotic and business process automation, remote work, as well as social and environmental sustainability trends  Business Trends in Practice: The 25+ Trends That Are Redefining Organizations  is a must-read resource for executives, business leaders and managers, and business development and innovation leads trying to get – and stay – on top of changes and disruptions that are right around the corner.

Awarded First Prize, in the Primary health care category, at the 2013 BMA Medical Book Awards. Following the familiar, easy-to-use at a Glance format, this brand new title provides a highly illustrated introduction to the full range of essential primary care presentations, grouped by system, so you’ll know exactly where to find the information you need, and be perfectly equipped to make the most of your GP attachment. General Practice at a Glance: Is comprehensively illustrated throughout with over 60 full-page colour illustrations Takes a symptoms-based approach which mirrors the general practice curriculum Offers ‘one-stop’ coverage of musculoskeletal, circulatory, respiratory, nervous, reproductive, urinary, endocrine and digestive presentations Highlights the interrelations between primary and secondary care Includes sample questions to ask during history taking and examination Features ‘red flags’ to highlight symptoms or signs which must not be missed This accessible introduction and revision aid will help all medical students and junior doctors develop an understanding of the nature and structure of primary care, and hit the ground running on the general practice attachment.

Thoroughly updated and revised, the new edition of this accessible guide aims to outline why there is a gap between research findings and what actually happens in clinical practice. It covers a number of topics including the sources of information on clinical effectiveness and methods of information, how to close the gap between research and pratice, potential roles for lay people, the role of decision support, barriers to the use of evidence in clinical practice, the role of decision analysis, implementing research findings in developing countries and how to encourage the implementation of results from economic evaluation.

Organisations are communities. Increasingly the leaders of those communities are drawing on the services of psychologists to help them realise the potential of their “human capital”. What do these business psychologists do to assist in the identification, motivation and development of the talent that employees bring into their communities? The authors, all Principal Members of the Association of Business Psychologists, are experienced and qualified professionals who candidly share their experiences and learning derived from those experiences. They provide case studies and examples from real interventions, they ask provocative questions about conventional thinking and practice and they explain the models that help them make sense of the complex organisations in which they operate. Business Psychology in Practice takes us on an excursion behind the scenes in organisations. This book will be of interest to consultants, those who commission their services and anybody wrestling with ‘people issues’.