Advisory leadership using the seven steps of heart culture to create lasting success for any wealth management firm
"In Advisory Leadership, you'll learn how seven key steps can help you transform your firm's culture, including if necessary, how to reverse the course of your current culture to create a dynamic, energetic environment of happy, engaged employees"--
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| Format: | eBook |
| Language: | English |
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Hoboken
Wiley
2015
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| Edition: | 1 |
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| Online Access: | |
| Collection: | O'Reilly - Collection details see MPG.ReNa |
| Summary: | "In Advisory Leadership, you'll learn how seven key steps can help you transform your firm's culture, including if necessary, how to reverse the course of your current culture to create a dynamic, energetic environment of happy, engaged employees"-- "The financial advisory business is in a state of transition. With the rise of robo-solutions and a growth in demand for financial advice, advisors today are faced with the reality of an unpredictable future as they plan for retirement. There is one overarching question -- what can a financial advisor do in this competitive, challenging market to differentiate his or her firm and thrive? Using seven-steps as a guide, industry expert Greg Friedman will help advisors and professionals achieve success and continued growth within their practices. The steps include: Patience. Taking your time in the hiring process. Honesty and Integrity. Speaking openly and walking the walk. Compassion. Unlocking the secret to a people-first company. Respect. Promoting personal growth, the key to inspiring motivation. Persistence and Consistency. Maintaining employee relationships. Encouragement. Rewarding firm-wide collaboration and a team mentality. Courage. Reshaping your company's DNA. With a focus on people first, Friedman offers advice on how the right company culture, if nurtured and maintained, can elevate a firm from surviving to thriving"-- |
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| Physical Description: | 1 online resource |
| ISBN: | 1119136091 1119136105 1119136083 9781119136101 9781119136095 |