Greg Friedman

Advisory Leadership (eBook, ePUB)

Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm

• Format: ePub

Produktbeschreibung

Thrive in a changing industry by putting your people first

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.

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Produktdetails

• Verlag: John Wiley & Sons
• Erscheinungstermin: 22. September 2015
• Englisch
• ISBN-13: 9781119136095
• Artikelnr.: 43868126

Autorenporträt

GREG FRIEDMAN, MS, CFP, is founder and president of Junxure, a practice improvement firm, and Private Ocean, one of the West Coast's leading wealth management firms. He is a relentless innovator and advocate for excellent wealth manage-ment, which earned him recognition three times on Investment Advisor Magazine's list of the Top 25 most influential financial advisors.

Inhaltsangabe

Foreword xi
Preface xv
Acknowledgments xix
Introduction: Understanding Heart Culture: Making the Change 1
Chapter 1: Patience: Taking Your Time to Find the Right People 5
Next Gen Employees: Changing Values, Changing Culture 9
Taking Your Time during the Hiring Process 10
Four Steps to Hiring the Right Candidate 12
Benefits 21
Chapter 2: Honesty and Integrity: Speaking Openly and Walking the Walk 23
Overcommunicate Your Values and Philosophy 24
Considering Your Audience 28
The 55?]38?]7 Communication Formula 38
The Mehrabian Communication Model 38
What Is the Safe Space? 40
Resolving Conflict 42
Walking the Walk 43
Benefits 45
Notes 45
Chapter 3: Compassion: Unlocking the Secret to a People-First Culture 47
Morale and Profitability 52
Differentiating "Me" Culture from Heart Culture 53
Benefits 60
Notes 61
Chapter 4: Respect: Promoting Personal Growth, the Key to Inspiring
Motivation 63
Helping Employees Explore What Motivates Them 68
Keeping Tabs 73
Benefits 77
Chapter 5: Persistence and Consistency: Maintaining Employee Relationships
79
Choose the Right Management Team 81
Don't Wait for a Scheduled Meeting to Check In 82
Empower Individuals Regularly, Giving Them the Tools They Need to
Succeed-Delegate 85
Plan Regular Off ?]Site Events for Team Building 87
Benefits 99
Chapter 6: Encouragement: Rewarding Firm-Wide Collaboration and a Team
Mentality 101
Reiterating Company Values 102
Creating Individual Opportunities 103
Rewarding Teamwork through the Compensation Structure 104
Keeping People Accountable-Even Yourself 108
Holding a Biannual Retreat 112
Benefits 115
Chapter 7: Courage: Reshaping Your Company's DNA to Establish Heart Culture
117
Assessing Your Team's Individual Strengths and Opportunities 123
Anticipating Growing Pains-Lots of Them 126
Recognizing Culture Killers and How to Avoid Them 129
Rolling Up Your Sleeves and Getting Involved 135
Benefits 139
Note 139
Chapter 8: Implementing Heart Culture in Your Firm: Get Started Today, Not
Tomorrow 141
Afterword 145
References 149
About the Author 151
Index 153