Advisory leadership : fusing the seven steps of heart culture to create lasting success for any wealth management firm / Gregory H. Friedman.

Format:

Book

Author/Creator:

Friedman, Greg H. (Businessman), author.

Katz, Deena, author.

Language:

English

Subjects (All):

Leadership.

Organizational change.

Success in business.

Physical Description:

1 online resource (99 p.)

Edition:

1

Other Title:

Using the seven steps of heart culture to create lasting success for any wealth management firm

Place of Publication:

Hoboken, New Jersey : Wiley, 2015.

Language Note:

English

System Details:

text file

Summary:

"The financial advisory business is in a state of transition. With the rise of robo-solutions and a growth in demand for financial advice, advisors today are faced with the reality of an unpredictable future as they plan for retirement. There is one overarching question -- what can a financial advisor do in this competitive, challenging market to differentiate his or her firm and thrive? Using seven-steps as a guide, industry expert Greg Friedman will help advisors and professionals achieve success and continued growth within their practices. The steps include: Patience. Taking your time in the hiring process. Honesty and Integrity. Speaking openly and walking the walk. Compassion. Unlocking the secret to a people-first company. Respect. Promoting personal growth, the key to inspiring motivation. Persistence and Consistency. Maintaining employee relationships. Encouragement. Rewarding firm-wide collaboration and a team mentality. Courage. Reshaping your company's DNA. With a focus on people first, Friedman offers advice on how the right company culture, if nurtured and maintained, can elevate a firm from surviving to thriving"-- Provided by publisher.

"In Advisory Leadership, you'll learn how seven key steps can help you transform your firm's culture, including if necessary, how to reverse the course of your current culture to create a dynamic, energetic environment of happy, engaged employees"-- Provided by publisher.

Contents:

Additional Praise for: Advisory Leadership; Title Page; Copyright; Dedication; Foreword; Preface; Acknowledgments; Introduction: Understanding Heart Culture: Making the Change; Chapter 1: Patience: Taking Your Time to Find the Right People; Next Gen Employees: Changing Values, Changing Culture; Taking Your Time during the Hiring Process; Four Steps to Hiring the Right Candidate; Benefits; Chapter 2: Honesty and Integrity: Speaking Openly and Walking the Walk; Overcommunicate Your Values and Philosophy; Considering Your Audience; The 55-38-7 Communication Formula

The Mehrabian Communication ModelWhat Is the Safe Space?; Resolving Conflict; Walking the Walk; Benefits; Notes; Chapter 3: Compassion: Unlocking the Secret to a People-First Culture; Morale and Profitability; Differentiating "Me" Culture from Heart Culture; Benefits; Notes; Chapter 4: Respect: Promoting Personal Growth, the Key to Inspiring Motivation; Helping Employees Explore What Motivates Them; Keeping Tabs; Benefits; Chapter 5: Persistence and Consistency: Maintaining Employee Relationships; Choose the Right Management Team; Don't Wait for a Scheduled Meeting to Check In

Empower Individuals Regularly, Giving Them the Tools They Need to Succeed-DelegatePlan Regular Off-Site Events for Team Building; Benefits; Chapter 6: Encouragement: Rewarding Firm-Wide Collaboration and a Team Mentality; Reiterating Company Values; Creating Individual Opportunities; Rewarding Teamwork through the Compensation Structure; Keeping People Accountable-Even Yourself; Holding a Biannual Retreat; Benefits; Chapter 7: Courage: Reshaping Your Company's DNA to Establish Heart Culture; Assessing Your Team's Individual Strengths and Opportunities; Anticipating Growing Pains-Lots of Them

Recognizing Culture Killers and How to Avoid ThemRolling Up Your Sleeves and Getting Involved; Benefits; Note; Chapter 8: Implementing Heart Culture in Your Firm: Get Started Today, Not Tomorrow; Afterword; References; About the Author; Index; EULA

Notes:

Description based upon print version of record.

Includes bibliographical references and index.

Description based on print version record.

ISBN:

9781119136095

1119136091

9781119136101

1119136105

OCLC:

930603589