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Book synopsis

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.

Book details

Book category Books in English Economics, finance, business & management Business & management Management & management techniques

• Full title: Advisory Leadership
• Subtitle: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm
• Author: Greg Friedman
• Language: English
• Binding: Hardback
• Number of pages: 176
• EAN: 9781119136088
• ISBN: 1119136083
• ID: 09268804
• Publisher: John Wiley & Sons Inc
• Weight: 792 g
• Dimensions: 164 × 240 × 21 mm
• Date of publishing: 25. September 2015

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