Mark C Tibergien: 4 books

Book cover of How to Value, Buy, or Sell a Financial Advisory Practice

How to Value, Buy, or Sell a Financial Advisory Practice

A Manual on Mergers, Acquisitions, and Transition Planning

by Mark C. Tibergien, Owen Dahl
Language: English
Release Date: May 13, 2010

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...
Book cover of Practice Made Perfect

Practice Made Perfect

The Discipline of Business Management for Financial Advisers

by Mark C. Tibergien, Rebecca Pomering
Language: English
Release Date: June 4, 2010

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...
Book cover of Practice Made (More) Perfect

Practice Made (More) Perfect

Transforming a Financial Advisory Practice Into a Business

by Mark C. Tibergien, Rebecca Pomering
Language: English
Release Date: July 5, 2011

A revised and expanded look at how to thrive and prosper in the financial advisory business A new and revised edition of the eye-opening, no-nonsense handbook on managing and growing a financial-advisory business, Practice Made (More) Perfect is packed with industry insight and practical ideas...
Book cover of The Enduring Advisory Firm

The Enduring Advisory Firm

How to Serve Your Clients More Effectively and Operate More Efficiently

by Mark C. Tibergien, Kimberly G. Dellarocca
Language: English
Release Date: November 3, 2016

A guide for financial advisors who are ready to embrace new opportunities The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological...
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