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Advisory leadership : using the seven steps of heart culture to create lasting success for any wealth management firm /
"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...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Hoboken :
Wiley,
2015.
|
| Edición: | 1. |
| Temas: | |
| Acceso en línea: | Texto completo (Requiere registro previo con correo institucional) |
MARC
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| 100 | 1 | |a Friedman, Greg H. |c (Businessman) | |
| 245 | 1 | 0 | |a Advisory leadership : |b using the seven steps of heart culture to create lasting success for any wealth management firm / |c Greg Friedman. |
| 250 | |a 1. | ||
| 264 | 1 | |a Hoboken : |b Wiley, |c 2015. | |
| 300 | |a 1 online resource | ||
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| 504 | |a Includes bibliographical references and index. | ||
| 520 | |a "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"-- |c Provided by publisher. | ||
| 520 | |a "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"-- |c Provided by publisher. | ||
| 588 | 0 | |a Print version record and CIP data provided by publisher. | |
| 505 | 0 | |a 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 | |
| 505 | 8 | |a 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 | |
| 505 | 8 | |a 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 | |
| 505 | 8 | |a 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 | |
| 590 | |a O'Reilly |b O'Reilly Online Learning: Academic/Public Library Edition | ||
| 650 | 0 | |a Leadership. | |
| 650 | 0 | |a Organizational change. | |
| 650 | 0 | |a Success in business. | |
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| 650 | 2 | |a Organizational Innovation | |
| 650 | 6 | |a Leadership. | |
| 650 | 6 | |a Changement organisationnel. | |
| 650 | 6 | |a Succès dans les affaires. | |
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| 776 | 0 | 8 | |i Print version: |a Friedman, Greg H. (Businessman). |t Advisory leadership. |b 1. |d Hoboken : Wiley, 2015 |z 9781119136088 |w (DLC) 2015024063 |
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