Advisory Leadership
Greg Friedman
Sold by Rarewaves USA, OSWEGO, IL, U.S.A.
AbeBooks Seller since 10 June 2025
New - Hardcover
Condition: New
Ships within U.S.A.
Quantity: 8 available
Add to basketSold by Rarewaves USA, OSWEGO, IL, U.S.A.
AbeBooks Seller since 10 June 2025
Condition: New
Quantity: 8 available
Add to basketThrive 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 companySpeak openly, walk the walk, and promote personal growthReward firm-wide collaboration and a team mentalityReshape 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.
Seller Inventory # LU-9781119136088
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.
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.
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.
"About this title" may belong to another edition of this title.
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