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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.
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| Edición: | 1. |
| Temas: | |
| Acceso en línea: | Texto completo (Requiere registro previo con correo institucional) |
Tabla de Contenidos:
- 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