Book description
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.
Table of contents
- Foreword
- Preface
- Acknowledgments
- Introduction: Understanding Heart Culture: Making the Change
- Chapter 1: Patience: Taking Your Time to Find the Right People
- Chapter 2: Honesty and Integrity: Speaking Openly and Walking the Walk
- Chapter 3: Compassion: Unlocking the Secret to a People-First Culture
- Chapter 4: Respect: Promoting Personal Growth, the Key to Inspiring Motivation
- Chapter 5: Persistence and Consistency: Maintaining Employee Relationships
- Chapter 6: Encouragement: Rewarding Firm-Wide Collaboration and a Team Mentality
- Chapter 7: Courage: Reshaping Your Company’s DNA to Establish Heart Culture
- Chapter 8: Implementing Heart Culture in Your Firm: Get Started Today, Not Tomorrow
- Afterword
- References
- About the Author
- Index
- EULA
Product information
- Title: Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm
- Author(s):
- Release date: October 2015
- Publisher(s): Wiley
- ISBN: 9781119136088
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