| Titre : | Advisory leadership : using the seven steps of heart culture to create lasting success for any wealth management firm | | Type de document : | texte imprimé | | Auteurs : | Greg H. Friedman, Auteur | | Editeur : | John Wiley & Sons, Inc., Hoboken, New Jersey. | | Année de publication : | 2015 | | Importance : | xx, 156 pages | | Présentation : | illustrations | | Format : | 24cm | | ISBN/ISSN/EAN : | 978-1-11-913608-8 | | Langues : | Anglais (eng) | | Catégories : | 300 Sciences sociales:332 Economie financière
| | Mots-clés : | Advisory leadership : using the seven steps of heart culture to create lasting success for any wealth management firm | | Index. décimale : | 332.0684 | | Résumé : | "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 |
Advisory leadership : using the seven steps of heart culture to create lasting success for any wealth management firm [texte imprimé] / Greg H. Friedman, Auteur . - [S.l.] : John Wiley & Sons, Inc., Hoboken, New Jersey., 2015 . - xx, 156 pages : illustrations ; 24cm. ISBN : 978-1-11-913608-8 Langues : Anglais ( eng) | Catégories : | 300 Sciences sociales:332 Economie financière
| | Mots-clés : | Advisory leadership : using the seven steps of heart culture to create lasting success for any wealth management firm | | Index. décimale : | 332.0684 | | Résumé : | "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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332 Financial economics Financial economics
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