Integrating Culture in Successful RIA Mergers and Acquisitions: The Guide for Financial Advisors - Couverture souple
Synopsis
Discusses different individual reactions to change based on the situation alongside providing tips on how to think about change and what leaders can be doing – in language, in communication – to promote positivity about impending change
Showcases what an internal culture assessment looks like and helps advisors set goals for their ideal work culture
Explores how to protect and preserve culture while also being sensitive and aware of the other firm
Offers solutions on how to continue nurturing a collaborative, open environment with engaged, motivated employees
Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.
À propos de l?auteur
Greg Friedman is an innovator and advocate for excellent wealth management. He is co-founder and CEO of Private Ocean, one of the West Coast's leading wealth management firms. He is the author of two books; Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm, and The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond.
Cynthia Greenfield is a Leadership Coach and owner of the consulting firm, in the Momentum, and also the Chief Experience Officer at Private Ocean Wealth Management. Working with executive teams and individuals, Cynthia focuses on the power of intention, thoughtful action, and accountability that drives and delivers meaningful results.
Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.
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INTEGRATING CULTURE IN SUCCESSFUL RIA ME (eng)
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Palgrave Macmillan, 2022
ISBN 10 : 3030624463
ISBN 13 : 9783030624460
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Integrating Culture in Successful RIA Mergers and Acquisitions: The Guide for Financial Advisors
Edité par
Palgrave Macmillan, 2022
ISBN 10 : 3030624463
ISBN 13 : 9783030624460
Neuf
Couverture souple
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Integrating Culture in Successful RIA Mergers and Acquisitions : The Guide for Financial Advisors
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Integrating Culture in Successful RIA Mergers and Acquisitions
Edité par
Springer International Publishing Mrz 2022, 2022
ISBN 10 : 3030624463
ISBN 13 : 9783030624460
Neuf
Taschenbuch
Vendeur : BuchWeltWeit Ludwig Meier e.K., Bergisch Gladbach, Allemagne
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Taschenbuch. Etat : Neu. This item is printed on demand - it takes 3-4 days longer - Neuware -With organic growth becoming more and more elusive, Mergers and Acquisition (M&A) activity within the RIA industry is at an all-time high. In 2019, RIA merger and acquisition activity accelerated its momentum compared to the halfway point last year, with a strong second quarter that saw 33 deals for a total of 65 for the first six months, according to the DeVoe & Co. Deal Book.While M&As may seem like 'easy' growth for firms, the only easy part may be signing on the dotted line. Maintaining success by merging two firms hinges on a handful of key factors, and one of them is the careful integration of culture.In Integrating Culture in Successful RIA Mergers and Acquisitions, Greg Friedman, a veteran financial advisor, and Cynthia Greenfield, a leadership and change management coach, share their blueprint for achieving and maintaining a successful, positive work culture, tackling head-on the obstacles that may appear during an M&A event, and offering solutions based on real-world experiences. This book will show the evolution of a $2B RIA over the course of 10 years, and pull back the covers with real stories of obstacles, adjustments, and victories along the way. 152 pp. Englisch. N° de réf. du vendeur 9783030624460
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Integrating Culture In Successful Ria Me
Edité par
Palgrave Macmillan, 2022
ISBN 10 : 3030624463
ISBN 13 : 9783030624460
Neuf
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Vendeur : Kennys Bookshop and Art Galleries Ltd., Galway, GY, Irlande
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Integrating Culture in Successful RIA Mergers and Acquisitions
ISBN 10 : 3030624463
ISBN 13 : 9783030624460
Neuf
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Vendeur : moluna, Greven, Allemagne
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Etat : New. Dieser Artikel ist ein Print on Demand Artikel und wird nach Ihrer Bestellung fuer Sie gedruckt. With organic growth becoming more and more elusive, Mergers and Acquisition (M&A) activity within the RIA industry is at an all-time high. In 2019, RIA merger and acquisition activity accelerated its momentum compared to the halfway point last year, with. N° de réf. du vendeur 566538600
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Integrating Culture In Successful Ria Me
Edité par
Palgrave Macmillan, 2022
ISBN 10 : 3030624463
ISBN 13 : 9783030624460
Neuf
Couverture souple
Vendeur : Kennys Bookstore, Olney, MD, Etats-Unis
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Integrating Culture in Successful RIA Mergers and Acquisitions
ISBN 10 : 3030624463
ISBN 13 : 9783030624460
Neuf
Taschenbuch
Vendeur : buchversandmimpf2000, Emtmannsberg, BAYE, Allemagne
Évaluation du vendeur 5 sur 5 étoiles
Taschenbuch. Etat : Neu. This item is printed on demand - Print on Demand Titel. Neuware -With organic growth becoming more and more elusive, Mergers and Acquisition (M&A) activity within the RIA industry is at an all-time high. In 2019, RIA merger and acquisition activity accelerated its momentum compared to the halfway point last year, with a strong second quarter that saw 33 deals for a total of 65 for the first six months, according to the DeVoe & Co. Deal Book.While M&As may seem like ¿easy¿ growth for firms, the only easy part may be signing on the dotted line. Maintaining success by merging two firms hinges on a handful of key factors, and one of them is the careful integration of culture.In Integrating Culture in Successful RIA Mergers and Acquisitions, Greg Friedman, a veteran financial advisor, and Cynthia Greenfield, a leadership and change management coach, share their blueprint for achieving and maintaining a successful, positive work culture, tackling head-on the obstacles that may appear during an M&A event, and offering solutions based on real-world experiences. This book will show the evolution of a $2B RIA over the course of 10 years, and pull back the covers with real stories of obstacles, adjustments, and victories along the way.Springer Verlag GmbH, Tiergartenstr. 17, 69121 Heidelberg 152 pp. Englisch. N° de réf. du vendeur 9783030624460
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Integrating Culture in Successful RIA Mergers and Acquisitions : The Guide for Financial Advisors
Edité par
Springer International Publishing, 2022
ISBN 10 : 3030624463
ISBN 13 : 9783030624460
Neuf
Taschenbuch
Vendeur : AHA-BUCH GmbH, Einbeck, Allemagne
Évaluation du vendeur 5 sur 5 étoiles
Taschenbuch. Etat : Neu. Druck auf Anfrage Neuware - Printed after ordering - With organic growth becoming more and more elusive, Mergers and Acquisition (M&A) activity within the RIA industry is at an all-time high. In 2019, RIA merger and acquisition activity accelerated its momentum compared to the halfway point last year, with a strong second quarter that saw 33 deals for a total of 65 for the first six months, according to the DeVoe & Co. Deal Book.While M&As may seem like 'easy' growth for firms, the only easy part may be signing on the dotted line. Maintaining success by merging two firms hinges on a handful of key factors, and one of them is the careful integration of culture.In Integrating Culture in Successful RIA Mergers and Acquisitions, Greg Friedman, a veteran financial advisor, and Cynthia Greenfield, a leadership and change management coach, share their blueprint for achieving and maintaining a successful, positive work culture, tackling head-on the obstacles that may appear during an M&A event, and offering solutions based on real-world experiences. This book will show the evolution of a $2B RIA over the course of 10 years, and pull back the covers with real stories of obstacles, adjustments, and victories along the way. N° de réf. du vendeur 9783030624460
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Integrating Culture in Successful RIA Mergers and Acquisitions | The Guide for Financial Advisors
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Taschenbuch. Etat : Neu. Integrating Culture in Successful RIA Mergers and Acquisitions | The Guide for Financial Advisors | Cynthia Greenfield (u. a.) | Taschenbuch | xxiv | Englisch | 2022 | Springer | EAN 9783030624460 | Verantwortliche Person für die EU: Springer Verlag GmbH, Tiergartenstr. 17, 69121 Heidelberg, juergen[dot]hartmann[at]springer[dot]com | Anbieter: preigu. N° de réf. du vendeur 121284839
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