December 2017
Beginner
288 pages
7h 26m
English
Content preview from The Financial Advisor's Success ManualBecome an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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.
Chapter | Ten
The Benefits of Implementation
Advisors rightly want to know how to justify the expense of making changes in their businesses, especially if they decide to hire a coach. The benefits are addressed in this chapter, but at the end of the day, 50-plus years of experience says justification is a state of mind.
While there is some research suggesting asset and revenue growth can be attributed to working with a business coach, perhaps the biggest benefit is difficult to measure. In financial advisory practices, most FAs tend to work individually, even if part of a team. As part of a team, advisors can at times work with their partner to bounce ideas off one another. With solo-preneurs it’s difficult. There is a great benefit for advisors ...
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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.