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

Acknowledgments

This book was inspired by many people, and without their encouragement and support—and life lessons—it would not have happened. I want to thank in particular Deena Katz for being a relentless advocate for our industry and for her staunch encouragement to write this book.

I am grateful to all of the many people I have worked with over my career—both professionally and personally—who helped shape who I am as a leader, who I’ve learned from, and whom I consider my friends. In particular I want to thank Ken Golding, Dan Skiles, John Shangler, Jim Herrington, Mark Tibergien, Susan Dickson, Tim Welsh, Philip Palaveev, Harold Evensky, Tom Giachetti, Marion Asnes, Jamie Green, Larry Ginsburg, Erin Kincheloe, Colin Drake, Cynthia Greenfield, Jim Placak, Bill Burke, Sharon Hoover, Kerry Elkind, and so many more amazing friends and colleagues in our industry who have taught me valuable lessons and been a tremendous support.

An immense amount of credit is due to the people along the way who helped inspire and educate me over the years, and to them I would like to express my gratitude for their continued support and their friendship. A strong, successful culture begins with relationships and grows as you build trust, encourage growth, and share new ideas. I thank each and every employee I have worked with in the past (and will work with in the future) at Junxure and Private Ocean for working with me to create great things—I believe together we have made a difference!

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