Advisory Leadership

Advisory Leadership PDF Author: Greg Friedman
Publisher: John Wiley & Sons
ISBN: 1119136083
Category : Business & Economics
Languages : en
Pages : 176

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Book Description
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.

Advisory Leadership

Advisory Leadership PDF Author: Greg Friedman
Publisher: John Wiley & Sons
ISBN: 1119136083
Category : Business & Economics
Languages : en
Pages : 176

Get Book

Book Description
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.

Advisory Leadership

Advisory Leadership PDF Author: Greg Friedman
Publisher: John Wiley & Sons
ISBN: 1119136105
Category : Business & Economics
Languages : en
Pages : 176

Get Book

Book Description
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.

Leadership Reckoning

Leadership Reckoning PDF Author: Thomas Kolditz, PH D
Publisher:
ISBN: 9781952938368
Category :
Languages : en
Pages : 238

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Book Description
Since its inception, higher education in the U.S. has claimed to develop leaders. This bold claim appears in college mission statements and mottos, and it is reinforced in recruiting materials and ad campaigns. But is this claim justified? Leadership Reckoning takes to task American colleges and universities for their haphazard, incoherent, evidence-free approaches to developing students as leaders and offers a principle-driven, outcome-oriented blueprint for how effective leader development can occur. Higher education has both the opportunity and the responsibility to take leader development seriously and create the leaders we need. It's high time that happens, and Leadership Reckoning points the way. "Take it from me, as someone who has worked in both government and business: leadership matters! In the face of global challenges like the climate crisis and the Covid-19 pandemic, the need for good leaders in every part of society has never been greater. In Leadership Reckoning, the Doerr Institute for New Leaders pioneers a data-driven approach to make the development of moral leadership a core function of college education. This book is a must read for the leaders of today and tomorrow." -Al Gore, Former Vice President of the United States "This book is a gem of a resource for institutions of higher education considering their role and approach in preparing the rising generation to exert the leadership our world needs. It is hard to imagine a more important question for revitalizing our colleges and universities and, most importantly, for getting on the path to realizing our collective aspirations for a just, sustainable, and peaceful world." -Wendy Kopp, CEO and Co-founder of Teach for All "Our students will impact the world in far greater proportion than their numbers. Higher Education needs to fulfill its currently broken promise to students and society: to intentionally and genuinely prepare them to lead in a complex and hyper-connected world. This book makes a compelling case for leadership being central to university mission and more importantly, delivering on that mission." -Cynthia Cherrey Ph.D., President & CEO, International Leadership Association "Higher education institutions have an urgent obligation to develop real-world leadership skills in students, and the authors provide innovative, practical ways to accomplish that mission. This groundbreaking book is a must-read for every university administrator and board member." -John R. Ryan, President & CEO, Center for Creative Leadership, Former Chancellor, State University of New York "Imagine every student at your institution having the opportunity to formally participate in developing their leadership skills. Imagine that those who participate come to see themselves as better leaders, perform more effectively as leaders, and do better in school than those who don't. Imagine no more. This is happening right now, and authors Tom Kolditz, Libby Gill, and Ryan Brown show you where and how in Leadership Reckoning. Kolditz, Gill, and Brown begin with an insightful critique of the current state of affairs, and then they spend equal time documenting an evidence-based approach that creatively and effectively responds to unmet needs." -Jim Kouzes, coauthor of the bestselling and award-winning, The Leadership Challenge, and former Dean's Executive Fellow of Leadership, Leavey School of Business, Santa Clara University

The President and His Inner Circle

The President and His Inner Circle PDF Author: Thomas Preston
Publisher: Columbia University Press
ISBN: 0231116217
Category : Advisory opinions
Languages : en
Pages : 369

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Book Description
Using M. G. Hermann's Personality Assessment-at-a-Distance (PAD) profiling technique as well as exhaustive archival research and interviews with former advisers, the author develops a leadership style typology. He then compares his model's expectations against the actual policy record, using six foreign policy episodes.

Becoming An Insightful Leader

Becoming An Insightful Leader PDF Author: David Spitulnik
Publisher: First Edition Design Pub.
ISBN: 1506906761
Category : Business & Economics
Languages : en
Pages : 130

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Book Description
Many of us climb the corporate ladder thinking that we need to be a certain kind of leader. Yet, once we reach the top, we often discover that we need to change that direction. As Spitulnik explains, that's the beauty of becoming an Insightful Leader, a composite entity learning to adapt to different environments, people and challenges rather than applying one leadership style to all scenarios. To stay up to date on what David is thinking and writing about, follow him on LinkedIn at: https://www.linkedin.com/in/davidspitulnik/ Keywords: Leadership, Growth, Management, Culture, CEO, Insightful Leadership, Leadership Journey, Team Leadership

The Leader in Me

The Leader in Me PDF Author: Stephen R. Covey
Publisher: Simon and Schuster
ISBN: 147110446X
Category : Self-Help
Languages : en
Pages : 218

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Book Description
Children in today's world are inundated with information about who to be, what to do and how to live. But what if there was a way to teach children how to manage priorities, focus on goals and be a positive influence on the world around them? The Leader in Meis that programme. It's based on a hugely successful initiative carried out at the A.B. Combs Elementary School in North Carolina. To hear the parents of A. B Combs talk about the school is to be amazed. In 1999, the school debuted a programme that taught The 7 Habits of Highly Effective Peopleto a pilot group of students. The parents reported an incredible change in their children, who blossomed under the programme. By the end of the following year the average end-of-grade scores had leapt from 84 to 94. This book will launch the message onto a much larger platform. Stephen R. Covey takes the 7 Habits, that have already changed the lives of millions of people, and shows how children can use them as they develop. Those habits -- be proactive, begin with the end in mind, put first things first, think win-win, seek to understand and then to be understood, synergize, and sharpen the saw -- are critical skills to learn at a young age and bring incredible results, proving that it's never too early to teach someone how to live well.

The Ensemble Practice

The Ensemble Practice PDF Author: P. Palaveev
Publisher: John Wiley & Sons
ISBN: 1118209540
Category : Business & Economics
Languages : en
Pages : 247

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Book Description
A detailed road map for wealth managers who want to build an ensemble firm or team and achieve sustained growth, profitability and high valuations Why do ten percent of wealth management firms grow faster than the rest of the industry, often despite the turbulence of the markets? The answer, according to industry consultant and researcher, P. Palaveev, is that the most successful firms are those which, create and promote a team-based service model that serves as the foundation of their enterprise. Find out how and why a team-based service model can play a decisive role in the future growth and sustained success of your wealth management firm Discover the key factors for building a successful ensemble firm and profit from the best practices top team-based firms employ Profit from the author's years of experience working with the world's top wealth management firms and the data he has compiled as a pre-eminent industry researcher Learn about the various organizational structures, partnership models and career path options and how to put them to work building an ensemble practice Get the lowdown on how the savviest traditional broker-dealer firms have formed dynamic ensemble teams within their organizations and learn of the results they've achieved

Adaptive Leadership: The Heifetz Collection (3 Items)

Adaptive Leadership: The Heifetz Collection (3 Items) PDF Author: Ronald A. Heifetz
Publisher: Harvard Business Review Press
ISBN: 1625277784
Category : Business & Economics
Languages : en
Pages : 649

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Book Description
In times of constant change, adaptive leadership is critical. This Harvard Business Review collection brings together the seminal ideas on how to adapt and thrive in challenging environments, from leading thinkers on the topic—most notably Ronald A. Heifetz of the Harvard Kennedy School and Cambridge Leadership Associates. The Heifetz Collection includes two classic books: Leadership on the Line, by Ron Heifetz and Marty Linsky, and The Practice of Adaptive Leadership, by Heifetz, Linsky, and Alexander Grashow. Also included is the popular Harvard Business Review article, “Leadership in a (Permanent) Crisis,” written by all three authors. Available together for the first time, this collection includes full digital editions of each work. Adaptive leadership is a practical framework for dealing with today’s mix of urgency, high stakes, and uncertainty. It has been used by individuals, organizations, businesses, and governments worldwide. In a world of challenging environments, adaptive leadership serves as a guide to distinguishing the essential from the expendable, beginning the meaningful process of adaption, and changing the status quo. Ronald A. Heifetz is a cofounder of the international leadership and consulting practice Cambridge Leadership Associates (CLA) and the founding director of the Center for Public Leadership at the Harvard Kennedy School. He is renowned worldwide for his innovative work on the practice and teaching of leadership. Marty Linsky is a cofounder of CLA and has taught at the Kennedy School for more than twenty-five years. Alexander Grashow is a Senior Advisor to CLA, having previously held the position of CEO.

The Growth Mindset

The Growth Mindset PDF Author: Rick Capozzi
Publisher: John Wiley & Sons
ISBN: 1119422019
Category : Business & Economics
Languages : en
Pages : 368

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Book Description
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.

Handbook of Motivation Science

Handbook of Motivation Science PDF Author: James Y. Shah
Publisher: Guilford Publications
ISBN: 1462515118
Category : Psychology
Languages : en
Pages : 658

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Book Description
Integrating significant advances in motivation science that have occurred over the last two decades, this volume thoroughly examines the ways in which motivation interacts with social, developmental, and emotional processes, as well as personality more generally. The Handbook comprises 39 clearly written chapters from leaders in the field. Cutting-edge theory and research is presented on core psychological motives, such as the need for esteem, security, consistency, and achievement; motivational systems that arise to address these fundamental needs; the process and consequences of goal pursuit, including the role of individual differences and contextual moderators; and implications for personal well-being and interpersonal and intergroup relations.