Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm

Index

• Accountability, encouragement and

• Birkman Method, of strengths assessment
• Books, on leadership

• Client appreciation events, for team building
• Client relationship management (CRM) system
• Collaboration. See Encouragement, for collaboration
• Collegiality
• Communication. See Honesty and integrity, in communication
• Compassion, and people-first culture
  • benefits of
  • example of power of
  • “me” culture versus heart culture
  • morale and profitability
  • recognizing of individuals and
  • trends and
• Compensation structure
• Competition and compatibility, in “me” culture versus heart culture
• Complacency, as culture killer
• Conflicts:
  • avoiding with people-first culture
  • resolving of
• Constant and never-ending innovation and improvement (CAN I)
• Courage, to establish heart culture
  • anticipating growing pains
  • assessing individual and company strengths
  • benefits of
  • executive coach and
  • getting involved as leader
  • recognizing culture killers
• Culture of firm:
  • individual's goals and
  • recognizing and avoiding “killers” of
  • See also Compassion, and people-first culture
• Customer service experiment, for team building

• Delegation, empowerment and
• Demotivational leader example
• “Dream speech”

• Economic uncertainty, as challenge
• Education, communicating about importance of
• Employees:
  • assessing strengths of
  • communicating with
  • creating opportunities for
  • empowering of
  • guiding of
  • reducing absences of
  • toxic
  • See also Persistence and consistency, in employee relationships
• Encouragement, for collaboration ...