Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm - Couverture rigide

Friedman, Greg

 
9781119136088: Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm
Couverture rigide
ISBN 10 : 1119136083 ISBN 13 : 9781119136088
Editeur : John Wiley & Sons Inc, 2015

Synopsis

Thrive in a changing industry by putting your people first

Advisory Leadership is a practical and highly executable guide for financial advisors and finance professionals looking to thrive in today's changing financial services industry. Written by a leading financial advisor with practice improvement expertise, this book shows you how to master the art of leadership while remaining agile and adaptable. You'll learn the seven steps you must take to keep pace and thrive amidst the industry's evolution, with clearly articulated explanations and motivational action items. The discussion covers patience, integrity, compassion, respect, consistency, encouragement, and courage--the foundations of success and continued growth--and shows you how to practice what you preach with real strategies for living the vision and being a true leader.

The financial services industry is at a crossroads, between a generation on the cusp of retirement and the new generation stepping in to take its place. This transition has been called a crisis of culture, of values, and of communication, but it's really an opportunity. This book faces the changes head-on, and delivers practical solutions that start and end with your greatest resource--your people.

  • Unlock the secrets to a people-first company
  • Speak openly, walk the walk, and promote personal growth
  • Reward firm-wide collaboration and a team mentality
  • Reshape your company's DNA to thrive in today's financial environment

The industry's overarching question is one of differentiation: how can your firm stand out amid the rise of robo-solutions and an unpredictable future? Advisory Leadership shows you how a people-focused company culture can elevate a firm from surviving to thriving.

Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.

À propos de l?auteur

GREG FRIEDMAN, MS, CFP, is founder and president of Junxure, a practice improvement firm, and Private Ocean, one of the West Coast's leading wealth management firms. He is a relentless innovator and advocate for excellent wealth manage-ment, which earned him recognition three times on Investment Advisor Magazine's list of the Top 25 most influential financial advisors.

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.

Éditeur
John Wiley & Sons Inc
Date d'édition
2015
Langue
anglais
ISBN 10 
1119136083
ISBN 13 
9781119136088
Reliure
Relié
Nombre de pages
176
Coordonnées du fabricant
non disponible
Personne responsable
non disponible