Advisory leadership
Subtitle: using the seven steps of heart culture to create lasting success for any wealth management firm
By: Greg Friedman
Edition: 1
Publisher: Wiley
Published: 2015
Place of publication: Hoboken
Language: eng
ISBN-13: 9781119136088
Subjects: BUSINESS & ECONOMICS / Leadership; Leadership; Organizational change; Success in business
Description: "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"--

"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"--
Notes: Includes index.