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Advisory leadership: using the seven steps of heart culture to create lasting success for any wealth management firm / Gregory H. Friedman

Available copies

  • 1 of 1 copy available at Evergreen Indiana.

Current holds

0 current holds with 1 total copy.

Series Information

Location Call Number / Copy Notes Barcode Shelving Location Status Due Date
Otterbein PL - Otterbein 658.4 FRI (Text) 34046000452410 New Books Available -

Record details

  • ISBN: 9781119136088
  • Physical Description: 156 pages : illustrations ; 25 cm
  • Publisher: New Jersey : John Wiley & Sons, Inc., 2015.

Content descriptions

Formatted Contents Note:
Foreword xi Preface xv Acknowledgments xix Introduction: Understanding Heart Culture: Making the Change 1 Chapter 1: Patience: Taking Your Time to Find the Right People 5 Next Gen Employees: Changing Values, Changing Culture 9 Taking Your Time during the Hiring Process 10 Four Steps to Hiring the Right Candidate 12 Benefits 21 Chapter 2: Honesty and Integrity: Speaking Openly and Walking the Walk 23 Overcommunicate Your Values and Philosophy 24 Considering Your Audience 28 The 55 ]38 ]7 Communication Formula 38 The Mehrabian Communication Model 38 What Is the Safe Space? 40 Resolving Conflict 42 Walking the Walk 43 Benefits 45 Notes 45 Chapter 3: Compassion: Unlocking the Secret to a People-First Culture 47 Morale and Profitability 52 Differentiating Me Culture from Heart Culture 53 Benefits 60 Notes 61 Chapter 4: Respect: Promoting Personal Growth, the Key to Inspiring Motivation 63 Helping Employees Explore What Motivates Them 68 Keeping Tabs 73 Benefits 77 Chapter 5: Persistence and Consistency: Maintaining Employee Relationships 79 Choose the Right Management Team 81 Don t Wait for a Scheduled Meeting to Check In 82 Empower Individuals Regularly, Giving Them the Tools They Need to Succeed Delegate 85 Plan Regular Off ]Site Events for Team Building 87 Benefits 99 Chapter 6: Encouragement: Rewarding Firm-Wide Collaboration and a Team Mentality 101 Reiterating Company Values 102 Creating Individual Opportunities 103 Rewarding Teamwork through the Compensation Structure 104 Keeping People Accountable Even Yourself 108 Holding a Biannual Retreat 112 Benefits 115 Chapter 7: Courage: Reshaping Your Company s DNA to Establish Heart Culture 117 Assessing Your Team s Individual Strengths and Opportunities 123 Anticipating Growing Pains Lots of Them 126 Recognizing Culture Killers and How to Avoid Them 129 Rolling Up Your Sleeves and Getting Involved 135 Benefits 139 Note 139 Chapter 8: Implementing Heart Culture in Your Firm: Get Started Today, Not Tomorrow 141 Afterword 145 References 149 About the Author 151 Index 153
Subject: Leadership

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