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22%OFFGreg Friedman - Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm - 9781119136088 - V9781119136088
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Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm

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Description for Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm Hardcover. 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. Num Pages: 176 pages. BIC Classification: KJMV1; KNST. Category: (P) Professional & Vocational. Dimension: 164 x 240 x 21. Weight in Grams: 792.
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 ... Read more

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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Product Details

Format
Hardback
Publication date
2015
Publisher
John Wiley & Sons Inc
Condition
New
Number of Pages
176
Place of Publication
New York, United States
ISBN
9781119136088
SKU
V9781119136088
Shipping Time
Usually ships in 7 to 11 working days
Ref
99-13

About Greg Friedman
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.

Reviews for Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm
"A third book I enjoyed reading this year, and also asked to blurb, is Greg Friedman's Advisory Leadership. Friedman is somewhat unique; he runs Private Ocean, an advisory firm in San Rafael, CA, and is also the founder of Junxure (and Junxure Cloud), a leading CRM software company that is at the forefront of automated practice management innovations. The book ... Read more

Goodreads reviews for Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm


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