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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.
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.
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.
Autorentext
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.
Zusammenfassung
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 couragethe foundations of success and continued growthand 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 resourceyour people.
Leseprobe
Chapter 1
Patience
Taking Your Time to Find the Right People
One of the questions I am asked most often in my position is how I manage two companies on two coasts. I always respond in the same way. It's all about the people around me. I am surrounded by great, quality people who work hard and are as passionate about the work we do as I am. For me, that means working longer hours and racking up lots of frequent flier miles. But the payoff is worth the time and jet lag. Why? Because the culture that's been established in both companies moves both ships forward and that creates success and growth.
That culture, which is very similar in both companies, is based on caring, respect, empowerment, collaboration, and a powerful sense of team. There is also a clear, and common, sense of purpose and mission in both companies.
That sense of team serves as the foundation that drives us forward, weathering growing pains and a changing industry toward innovation and profitability.
What we have accomplished in our culture-and I say "we" because credit is due to all of the people I am fortunate enough to work with-is not only potent, it's game changing for companies that struggle to create a cohesive team in corporate environments today.
Employee loyalty and satisfaction are at the core of building heart culture , and it should come as no surprise that creating and cultivating this type of environment begins in the hiring process.
The first element of heart leadership is patience, and it is vital for leaders to exercise self-discipline during the recruitment, interview, and hiring process if they want to protect the integrity of the firm's culture.
Before we get started, though, I'd like to share some truths about my personal leadership style.
Since the beginning of my career I have known that I wa…