Advisory Leadership : Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm
Language: English
Published by Wiley & Sons, Incorporated, John, 2015
- First Edition
- Hardcover
- Used

Seller: Better World Books: West, Reno, NV, U.S.A.Better World Books: West
AbeBooks seller since March 14, 2016
Condition: Used - Very good
£ 14.11
Quantity: 1 available
Add to basketItem description from seller
Former library copy. Pages intact with possible writing/highlighting. Binding strong with minor wear. Dust jackets/supplements may not be included. Includes library markings. Stock photo provided. Product includes identifying sticker. Better World Books: Buy Books. Do Good.
Seller Inventory # 18378426-6
- Title
- Advisory Leadership : Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm
- Author
- Friedman, Greg
- Publisher
- Wiley & Sons, Incorporated, John
- Publication year
- 2015
- Condition
- Very Good
- Binding
- Hardcover
- Language
- English
- ISBN 10
- 1119136083
- ISBN 13
- 9781119136088
- Edition
- 1st Edition.
- Item weight
- 0.803 pounds
- Dimensions
- N/A
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 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.
"Synopsis" may belong to another edition of this title.
About the Author
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 the title" may belong to another edition of this title.
Better World Books: West
Reno, NV, U.S.A.
AbeBooks seller since March 14, 2016
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Better World Books is a for-profit, socially conscious business and a global online bookseller that collects and sells new and used books online, matching each purchase with a book donation. Each sale generates funds for literacy and education initiatives in the U.S., the UK, and around the world. Since its launch in 2003, Better World Books has raised over $35 million for libraries and literacy, donated over 38 million books, and reused or recycled more than 475 million books.
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