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

 
9781119136088: Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm
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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.

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