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"--
| Main Author: | |
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| Format: | eBook |
| Language: | English |
| Published: |
Hoboken
Wiley
2015
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| Edition: | 1 |
| Subjects: | |
| Online Access: | |
| Collection: | O'Reilly - Collection details see MPG.ReNa |
Table of Contents:
- Includes bibliographical references and index
- Empower Individuals Regularly, Giving Them the Tools They Need to Succeed-DelegatePlan Regular Off-Site Events for Team Building; Benefits; Chapter 6: Encouragement: Rewarding Firm-Wide Collaboration and a Team Mentality; Reiterating Company Values; Creating Individual Opportunities; Rewarding Teamwork through the Compensation Structure; Keeping People Accountable-Even Yourself; Holding a Biannual Retreat; Benefits; Chapter 7: Courage: Reshaping Your Company's DNA to Establish Heart Culture; Assessing Your Team's Individual Strengths and Opportunities; Anticipating Growing Pains-Lots of Them
- The Mehrabian Communication ModelWhat Is the Safe Space?; Resolving Conflict; Walking the Walk; Benefits; Notes; Chapter 3: Compassion: Unlocking the Secret to a People-First Culture; Morale and Profitability; Differentiating "Me" Culture from Heart Culture; Benefits; Notes; Chapter 4: Respect: Promoting Personal Growth, the Key to Inspiring Motivation; Helping Employees Explore What Motivates Them; Keeping Tabs; Benefits; Chapter 5: Persistence and Consistency: Maintaining Employee Relationships; Choose the Right Management Team; Don't Wait for a Scheduled Meeting to Check In
- Recognizing Culture Killers and How to Avoid ThemRolling Up Your Sleeves and Getting Involved; Benefits; Note; Chapter 8: Implementing Heart Culture in Your Firm: Get Started Today, Not Tomorrow; Afterword; References; About the Author; Index; EULA
- Additional Praise for: Advisory Leadership; Title Page; Copyright; Dedication; Foreword; Preface; Acknowledgments; Introduction: Understanding Heart Culture: Making the Change; Chapter 1: Patience: Taking Your Time to Find the Right People; Next Gen Employees: Changing Values, Changing Culture; Taking Your Time during the Hiring Process; Four Steps to Hiring the Right Candidate; Benefits; Chapter 2: Honesty and Integrity: Speaking Openly and Walking the Walk; Overcommunicate Your Values and Philosophy; Considering Your Audience; The 55-38-7 Communication Formula