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

Introduction Understanding Heart Culture Making the Change

All business leaders share a common goal—to inspire their employees and to see profitable results in the business. That inspiration then encourages collaboration, which leads to success. In today’s evolving business environment—and in the financial services industry especially—a successful and balanced corporate culture begins with a leadership mentality that appeals to the heart first and the mind second.

What is heart culture? At its core, heart culture symbolizes how a firm values more than just an employee’s output. That it’s not about the work, but rather, the people who do the work. This may seem like simple human nature, but in the business world, heart culture is a rising movement that is quickly supplanting the cold, hard corporate machine of yesteryear. The truth is, leaders can no longer afford to ignore the shift toward a people-first culture and its direct influence on a healthy, effective work environment. Leaders today need to be flexible, fluid, caring, and individualistic to be competitive in today’s market.

This book was written not just for financial advisors but for any leader looking to make a sea change in his or her company culture. Many of these lessons, which I learned on my own professional journey as both an employee and a leader, have helped shape my views on successful and fulfilling leadership ...