{"product_id":"advisory-leadership-9781119136088","title":"Advisory Leadership","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eThrive 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.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTrade Review\u003c\/b\u003e\u003cbr\u003eA third book I enjoyed reading this year, and also asked to blurb, is Greg Friedman s Advisory Leadership. Friedman is somewhat unique; he runs Private Ocean, an advisory firm in San Rafael, CA, and is also the founder of Junxure (and Junxure Cloud), a leading CRM software company that is at the forefront of automated practice management innovations. The book is essentially about creating a people-first culture in your office; the premise of the book is that you, as your firm s leader, have to be somewhat remarkable in order to create a culture where everybody pulls together and is passionate about what they do. You have to exhibit patience, honesty and integrity, compassion, respect, consistency and persistence, encouragement, and courage and each of those qualities gets its own chapter. The idea is that most of us fall short in one or more of these areas, but fortunately for us, they are not innate characteristics that you have to be born with, which means we can improve if we consciously try to become remarkable in seven dimensions. Advisory Leadership offers advice on how to hire into your firm s unique culture (with key interview questions); how to walk the walk of your firm s mission statement (including open and honest communication, but also collegiality with a sense of humor); how to truly care for your staff (Friedman calls them his most valuable clients); and the book also provides some contrasts between a me culture and a heart culture. There s a chapter on promoting personal growth in the staff, and another on how, procedurally, to reward firm-wide collaboration and a team mentality. Bob Veres, Inside Information\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003eForeword xi \u003cp\u003ePreface xv\u003c\/p\u003e \u003cp\u003eAcknowledgments xix\u003c\/p\u003e \u003cp\u003eIntroduction: Understanding Heart Culture: Making the Change 1\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 1: Patience: Taking Your Time to Find the Right People 5\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eNext Gen Employees: Changing Values, Changing Culture 9\u003c\/p\u003e \u003cp\u003eTaking Your Time during the Hiring Process 10\u003c\/p\u003e \u003cp\u003eFour Steps to Hiring the Right Candidate 12\u003c\/p\u003e \u003cp\u003eBenefits 21\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 2: Honesty and Integrity: Speaking Openly and Walking the Walk 23\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eOvercommunicate Your Values and Philosophy 24\u003c\/p\u003e \u003cp\u003eConsidering Your Audience 28\u003c\/p\u003e \u003cp\u003eThe 55]38]7 Communication Formula 38\u003c\/p\u003e \u003cp\u003eThe Mehrabian Communication Model 38\u003c\/p\u003e \u003cp\u003eWhat Is the Safe Space? 40\u003c\/p\u003e \u003cp\u003eResolving Conflict 42\u003c\/p\u003e \u003cp\u003eWalking the Walk 43\u003c\/p\u003e \u003cp\u003eBenefits 45\u003c\/p\u003e \u003cp\u003eNotes 45\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 3: Compassion: Unlocking the Secret to a People-First Culture 47\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eMorale and Profitability 52\u003c\/p\u003e \u003cp\u003eDifferentiating “Me” Culture from Heart Culture 53\u003c\/p\u003e \u003cp\u003eBenefits 60\u003c\/p\u003e \u003cp\u003eNotes 61\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 4: Respect: Promoting Personal Growth, the Key to Inspiring Motivation 63\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eHelping Employees Explore What Motivates Them 68\u003c\/p\u003e \u003cp\u003eKeeping Tabs 73\u003c\/p\u003e \u003cp\u003eBenefits 77\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 5: Persistence and Consistency: Maintaining Employee Relationships 79\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eChoose the Right Management Team 81\u003c\/p\u003e \u003cp\u003eDon’t Wait for a Scheduled Meeting to Check In 82\u003c\/p\u003e \u003cp\u003eEmpower Individuals Regularly, Giving Them the Tools They Need to Succeed—Delegate 85\u003c\/p\u003e \u003cp\u003ePlan Regular Off ]Site Events for Team Building 87\u003c\/p\u003e \u003cp\u003eBenefits 99\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 6: Encouragement: Rewarding Firm-Wide Collaboration and a Team Mentality 101\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eReiterating Company Values 102\u003c\/p\u003e \u003cp\u003eCreating Individual Opportunities 103\u003c\/p\u003e \u003cp\u003eRewarding Teamwork through the Compensation Structure 104\u003c\/p\u003e \u003cp\u003eKeeping People Accountable—Even Yourself 108\u003c\/p\u003e \u003cp\u003eHolding a Biannual Retreat 112\u003c\/p\u003e \u003cp\u003eBenefits 115\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 7: Courage: Reshaping Your Company’s DNA to Establish Heart Culture 117\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eAssessing Your Team’s Individual Strengths and Opportunities 123\u003c\/p\u003e \u003cp\u003eAnticipating Growing Pains—Lots of Them 126\u003c\/p\u003e \u003cp\u003eRecognizing Culture Killers and How to Avoid Them 129\u003c\/p\u003e \u003cp\u003eRolling Up Your Sleeves and Getting Involved 135\u003c\/p\u003e \u003cp\u003eBenefits 139\u003c\/p\u003e \u003cp\u003eNote 139\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter 8: Implementing Heart Culture in Your Firm: Get Started Today, Not Tomorrow 141\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eAfterword 145\u003c\/p\u003e \u003cp\u003eReferences 149\u003c\/p\u003e \u003cp\u003eAbout the Author 151\u003c\/p\u003e \u003cp\u003eIndex 153\u003c\/p\u003e","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":49406994809175,"sku":"9781119136088","price":20.69,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781119136088.jpg?v=1730497824","url":"https:\/\/bookcurl.com\/products\/advisory-leadership-9781119136088","provider":"Book Curl","version":"1.0","type":"link"}