| Description |
1 online resource |
| Contents |
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 |
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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 |
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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 |
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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 |
| Summary |
"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"-- Provided by publisher |
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"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"-- Provided by publisher |
| Bibliography |
Includes bibliographical references and index |
| Notes |
Print version record and CIP data provided by publisher |
| Subject |
Leadership.
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Organizational change.
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Success in business.
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Leadership
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Organizational Innovation
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BUSINESS & ECONOMICS -- Leadership.
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Leadership
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Organizational change
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Success in business
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| Form |
Electronic book
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| LC no. |
2015033698 |
| ISBN |
9781119136101 |
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1119136105 |
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9781119136095 |
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1119136091 |
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1119136083 |
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9781119136088 |
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