Overview
Advisory Leadership is a practical and highly executable guide for financial advisors and finance professionals looking to thrive in today's changing financial services industry. Written by a leading financial advisor with practice improvement expertise, this book shows you how to master the art of leadership while remaining agile and adaptable. You'll learn the seven steps you must take to keep pace and thrive amidst the industry's evolution, with clearly articulated explanations and motivational action items. The discussion covers patience, integrity, compassion, respect, consistency, encouragement, and courage—the foundations of success and continued growth—and shows you how to practice what you preach with real strategies for living the vision and being a true leader.
The financial services industry is at a crossroads, between a generation on the cusp of retirement and the new generation stepping in to take its place. This transition has been called a crisis of culture, of values, and of communication, but it's really an opportunity. This book faces the changes head-on, and delivers practical solutions that start and end with your greatest resource—your people.
- Unlock the secrets to a people-first company
- Speak openly, walk the walk, and promote personal growth
- Reward firm-wide collaboration and a team mentality
- Reshape your company's DNA to thrive in today's financial environment
The industry's overarching question is one of differentiation: how can your firm stand out amid the rise of robo-solutions and an unpredictable future? Advisory Leadership shows you how a people-focused company culture can elevate a firm from surviving to thriving.
This book title, Advisory Leadership (Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm), ISBN: 9781119136088, by Greg Friedman, Deena B. Katz, published by Wiley (October 5, 2015) is available in hardcover. Our minimum order quantity is 25 copies. All standard bulk book orders ship FREE in the continental USA and delivered in 4-10 business days.
Unlike Amazon and other retailers who may also offer Advisory Leadership (Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm) books on their website, we specialize in large quantities and provide personal service, from trusted, experienced, friendly people in Portland, Oregon. We offer a Price Match Guarantee, and QuickQuote form, to make purchasing quick and easy.
Prefer to work with a human being when you order Advisory Leadership (Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm) books in bulk? Our Book Specialists are standing by Monday-Friday 8-5 PST, ready to help!