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Advisory Leadership


Advisory Leadership
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Advisory Leadership


Advisory Leadership
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Author : Greg Friedman
language : en
Publisher: John Wiley & Sons
Release Date : 2015-09-22

Advisory Leadership written by Greg Friedman and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-09-22 with Business & Economics categories.


Thrive 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 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.



The Growth Mindset


The Growth Mindset
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Author : Rick Capozzi
language : en
Publisher: John Wiley & Sons
Release Date : 2017-09-28

The Growth Mindset written by Rick Capozzi and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-09-28 with Business & Economics categories.


It takes a bold approach to leadership to thrive in the era of disruption The Growth Mindset provides a roadmap to the future for financial professionals. While the FinTech revolution is changing the wealth management industry, there is one thing that technology cannot offer—the human component of advisory services. Your client can pull numbers out of a computer, but they come to you for analysis, perspective, and interpretation based on your understanding of their goals and your years of expertise. Great leadership forms strong relationships and allows you to quickly adapt the best strategies to grow assets and revenues. It understands this dynamic, understands the alignment of company culture, and realizes that the metrics for "top talent" are shifting. This book offers new perspective and expert insight for wealth management professionals looking to distinguish themselves from the competition. The focus is on being client centric and solution driven. Disruption is now the new normal, and successful leaders must be able to adapt quickly and operate with an eye toward growth. Here, you'll find expert analysis of wealth management's future, and clear guidelines for leaders who want to thrive amidst the constantly-shifting financial services landscape. Master the fundamental elements of wealth management Shift to a growth mindset and deal successfully with change Attract, develop, and retain the top talent to grow your business Offer a unique value proposition to better serve high net worth clients The wealth management industry is facing its greatest challenge to date, and whether your business fails, survives, or thrives depends on leadership. You simply cannot rely on old methods to win a brand new battle. It's time for a change in strategy, methods, processes, and approaches—are you flexible enough to bend without breaking? The Growth Mindset lights the way forward, with the leadership skills that are quickly becoming essential in the new era of wealth management.



Illustra Advisory Leadership Boot Camp


Illustra Advisory Leadership Boot Camp
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Author : Mark Christensen
language : en
Publisher:
Release Date : 2017-08-25

Illustra Advisory Leadership Boot Camp written by Mark Christensen and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-08-25 with categories.




Why Should The Boss Listen To You


Why Should The Boss Listen To You
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Author : James E. Lukaszewski
language : en
Publisher: John Wiley & Sons
Release Date : 2010-12-03

Why Should The Boss Listen To You written by James E. Lukaszewski and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010-12-03 with Business & Economics categories.


This is a book about gaining influence and becoming a key trusted advisor. It is for everyone who advises leaders and senior managers (accounting, finance, human resources, IT, law, marketing, public relations, security, and strategic planning) and for outside consultants in these functional staff areas. It’s also for operations people yearning to finally be heard and heeded by their boss.



How To Choose And Use Advisors


How To Choose And Use Advisors
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Author : C. Aronoff
language : en
Publisher: Springer
Release Date : 2017-06-30

How To Choose And Use Advisors written by C. Aronoff and has been published by Springer this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-06-30 with Business & Economics categories.


In How to Choose and Use Advisors , authors Aronoff and Ward establish benchmarks for excellent advisory services and they show business owners how to benefit from advice ranging from legal and financial to executive search and organizational development.



Professional Services Leadership Handbook


Professional Services Leadership Handbook
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Author : Nigel Clark
language : en
Publisher: Kogan Page Publishers
Release Date : 2017-08-03

Professional Services Leadership Handbook written by Nigel Clark and has been published by Kogan Page Publishers this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-08-03 with Business & Economics categories.


Professional services firms - from the legal sector to accountancy, consulting and beyond - face increased disruption. Service delivery models are under pressure to adapt to changing client expectations. Technology offers new ways of working with clients, but changes the skills profile required of professionals, and threatens the traditional people-centred business model. The Professional Services Leadership Handbook equips leaders, and aspiring leaders, with tools and insights both to tackle these long-term disruptive trends and to maximise their firm's profitability today. Leaders of professional services firms find themselves with a daunting, but exciting, range of challenges ahead. Using practical insights drawn from experienced professional services leaders, the Professional Services Leadership Handbook explores new models and working practices to address four components of strategic leadership: clients, business, people and self leadership. It offers clear-sighted analysis of common pain points, and provides innovative solutions for dealing with them. This practical guide is designed for everyone involved in leadership decisions, whether that be a practice area, sector group, business function, or even firm-wide leadership role. It will help readers to focus their attention on the activities that will really make a difference to the success of their firm.



Uncertainty Advantage


Uncertainty Advantage
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Author : Gary S. Lynch
language : en
Publisher: Archway Publishing
Release Date : 2017-01-12

Uncertainty Advantage written by Gary S. Lynch and has been published by Archway Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-01-12 with Business & Economics categories.


Risk and uncertainty may sound scary, but todays best business leaders are navigating both to gain strategic advantage over competitorsand you can, too. This guide for business leaders examines risk and opportunity through the lens of some of the worlds most respected visionaries, including Howard Schultz, Andy Grove, Peter Huntsman, John Krafcik, Peter Leibinger, Doug Hepper, and many more. These visionaries looked beyond financial performance to see opportunitiesand they did so by understanding uncertainty. Then, they decisively acted to create measurable results that coincided with the future they envisioned. Find out how they did it, and learn how to: identify, define, and convert uncertainty into value; become more opportunistic when facing uncertainty; develop the skill to spot where advantages are likely to emerge; and create an environment where managers and leaders complement each other. Filled with case studies on companies such as Hyundai, Starbucks, Roche, and Intel, this guide delivers proven ways to create value and leverage uncertainty. It is the culmination of a decade of research and interaction with dozens of companies and growth leaders who prove that pursuing a market driven strategy to navigating uncertainty will gain measurable market advantage.



The President And His Inner Circle


The President And His Inner Circle
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Author : Thomas Preston
language : en
Publisher: Columbia University Press
Release Date : 2001-02-14

The President And His Inner Circle written by Thomas Preston and has been published by Columbia University Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2001-02-14 with Political Science categories.


Few would argue that presidential policies and performance would have been the same whether John F. Kennedy or Richard Nixon became president in 1960, or if Jimmy Carter instead of Ronald Reagan had won the White House in 1980. Indeed, in recent elections, the character, prior policy experience, or personalities of candidates have played an increasing role in our assessments of their "fit" for the Oval Office. Further, these same characteristics are often used to explain an administration's success or failure in policy making. Obviously, who the president is—and what he is like—matters. This book, a new approach to the study of the personal presidency, links the characteristics of six modern American presidents—their personalities and their prior policy-making experience—to their leadership styles, advisory arrangements, and decision making in the White House. Thomas Preston uses M. G. Hermann's Personality Assessment-at-a-Distance (PAD) profiling technique, as well as exhaustive archival research and interviews with former advisors, to develop a leadership style typology. He then compares his model's expectations against the actual policy record of six past presidents, using foreign policy episodes: Korea (1950) for Truman, Dien Bien Phu (1954) for Eisenhower, Cuba (1962) for Kennedy, Vietnam (1967-68) for Johnson, the Gulf War (1990-91) for Bush, and North Korea/Haiti/Bosnia (1994-95) for Clinton.



Peernovation


Peernovation
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Author : Leo Bottary
language : en
Publisher: Archway Publishing
Release Date : 2020-10-16

Peernovation written by Leo Bottary and has been published by Archway Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-10-16 with Business & Economics categories.


Peer•no•va•tion (pir-n-v-shn) combines the words peer (people like me) and innovation (creativity realized). It’s teamwork of the highest order. Leo Bottary follows up on his two earlier books about leveraging the power of peers in business and in life. With its roots in CEO and executive peer groups, the team-building framework presented in these pages is designed for leaders who want to coach engaged, adaptable, and higher-performing teams. Peernovation embraces lessons from more than a decade of academic research, fieldwork, and personal experiences throughout North America and the United Kingdom. Whether you’re a team leader or team member, learn how to: select the right people for your team create psychological safety and inspire greater productivity build a positive culture of accountability become a better team leader foster a robust learning-achieving cycle If you believe “the power of we begins with me” and that meeting future challenges will require building the best teams possible, then Peernovation is for you.



How To Choose Use Advisors


How To Choose Use Advisors
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Author : Craig E. Aronoff
language : en
Publisher: Family Enterprise Publisher
Release Date : 1994

How To Choose Use Advisors written by Craig E. Aronoff and has been published by Family Enterprise Publisher this book supported file pdf, txt, epub, kindle and other format this book has been release on 1994 with Business & Economics categories.