The Enduring Advisory Firm

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Cover image: Business graph © MF3d/iStockphoto; Wall Street Sign © kevinjeon00/iStockphoto

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Copyright © 2017 by Mark Tibergien and Kim Dellarocca. All rights reserved.

Published by John Wiley & Sons, Inc., Hoboken, New Jersey.

Published simultaneously in Canada.

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ISBN 978-1-119-10876-4 (Hardcover)

ISBN 978-1-119-10881-8 (ePDF)

ISBN 978-1-119-10879-5 (ePub)

We consider ourselves fortunate to have found work that is fulfilling and challenging. Through our combined 60-plus-year journey we have learned a lot about the kinds of investments firms need to drive success. Above all we have learned that the most important investment one can make is in others. We have learned that the quality of our relationships is the biggest driver of our happiness and success. We have learned to slow down, to be present, to think win-win, and to do our best to build others up. We have learned that sharing our talents and wisdom matters, often most to those individuals whom we may never meet. We have learned to let go and laugh more. We have learned that friendship promotes the happiness of all.

We are grateful to include here a small list of those friends who have lent their wisdom and inspiration to the book, provided coaching and opportunities along our path, and been the people we most enjoy simply sharing a laugh over a bottle of wine. They are: