October 2015
Beginner
176 pages
2h 57m
English
book
Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm
by Greg Friedman, Deena B. Katz
Content preview from Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.
About the Author
Gregory H. Friedman, MS, CFP®, is founder and president of both Junxure and Private Ocean. Junxure is a practice-improvement firm that integrates software, training, and consulting to help advisors streamline operations, deliver exceptional client service, and grow their practices intelligently. Private Ocean is one of the West Coast’s leading wealth management firms.
Greg is a relentless innovator and advocate for excellent wealth management. He is widely recognized as one of the nation’s top financial advisors. Investment Advisor magazine included Greg three times on its list of the top 25 most influential financial advisors. He was named one of six 2011 Industry Influencers by Financial Planning magazine, an award presented to six advisors “whose innovative ideas and wide-reaching work are forging new paths for the planning industry.” In 2008, Charles Schwab Institutional presented Greg’s previous firm, Friedman & Associates, with its prestigious IMPACT Award for Best in Tech.
Greg is a frequent speaker at industry conferences on a wide range of topics, including practice management, mergers, succession, technology, and building a successful wealth management business.
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.