The growth mindset leadership makes a difference in wealth management
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 a...
| Otros Autores: | |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Hoboken, New Jersey :
John Wiley & Sons, Incorporated
[2018]
|
| Edición: | 1st edition |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009631546406719 |
Tabla de Contenidos:
- Cover
- Title Page
- Copyright
- Contents
- Advice from a Tree
- Introduction
- Industry Challenges and Disruption
- The Leadership Response
- The Five Types of Managers
- What Is a Growth Mindset?
- Acknowledgments
- Part One: Leadership Makes a Difference in Wealth Management
- Chapter 1: Communicate Effectively to Move People to Action
- Listen to Understand
- Talk to Be Understood
- An Outstanding Communicator
- Sales Meeting: Great Leaders Don't Waste Anyone's Time
- Follow-up: Thank-You Notes Are Magic
- Winning Hearts and Minds
- Inspiration: Lead by Example
- Inspire Others and Yourself
- Reward Yourself and Your Team
- Chapter 2: Create a Compelling Vision
- Growth Is a Choice
- Chapter 3: The Right Culture Is Nonnegotiable
- Change It or Leave It
- Transparency Transforms Cultures
- Chapter 4: Leaders Collaborate Effectively
- Collaboration Is a Competitive Advantage
- Collaboration Requires Diversity and Respect
- Chapter 5: Coaching Advisors to Grow the Business
- You Can't Coach Desire
- A Parable: The Eagle Who Died a Chicken
- Earn the Right to Coach
- A 9-Step Process to Achieve Coaching Success
- Chapter 6: Credibility Is the Foundation
- Credibility Must Be Earned
- Diversity
- Hope
- Humanity and Humility
- Honesty
- Chapter 7: Emotional Intelligence
- Chapter 8: Managing Yourself and Taking Responsibility
- Self-Care Creates Energy
- Take Responsibility
- Chapter 9: Recruiting and Retaining Top Talent
- Hiring Does Not Equal Recruiting
- Spend the Time and Take Your Time
- Recruitment Is Just the Beginning
- Chapter 10: Creating Outstanding Teams
- Elite Teams
- Dysfunctional Teams
- Healthy Conflict
- Empowerment
- Chapter 11: Have the Courage to Lead Change
- Moving Through Fear
- The Courage to Hire and Fire
- Critical Insight: Leaders, Bullies, and Respect.
- A World of Possibilities and Opportunities
- Examine Your Assumptions
- The Greater the Confidence, the Greater the Courage to Move Forward
- Chapter 12: Leaders Are Grateful and Win Hearts and Minds
- Narcissism Is Not Your Friend
- Influence
- Persuasion
- Summary: Part One: Leaders with a Growth Mindset Grow
- Part Two: Growing Your Wealth Management Business
- Chapter 13: Define Your Business Model
- Your Vision Should Inspire You to Take Action
- Know Your Model
- Demonstrate Value
- Chapter 14: Business Development
- Introductions
- How to Ask for Introductions
- Developing Advocates
- Community Engagement and Networking
- Present a Successful Seminar
- Social Media
- Think Like an Owner and Invest in Your Business
- Chapter 15: Exceptional Client Experience
- Little Things Make a Big Difference: The Fundamentals Matter a Great Deal
- The Best Gift Is Client Feedback
- Listen to Your Clients on a Regular Basis
- Communication and Connections
- Eliminate Red Tape
- Client Appreciation Events
- Quarterly and Annual Client Reviews
- Chapter 16: Discovery Meeting
- Going Deeper Than "Cocktail Talk": Intuitive Listening
- Emotional Intelligence Matters
- Use Your Soft Skills
- Compelling Questions Make a Difference
- Milestones Matter
- Seven-Step Discovery Process
- Chapter 17: A Question of Value, Not Price
- The "Fee" Discussion
- Client Segmentation
- Advocates, Clients, and Prospects
- It Takes Two
- It's a Multigenerational Business
- Chapter 18: You Are the Solution
- What's Your Likability Index?
- Personalized Service Matters
- The Six Cs of Loyalty
- Chapter 19: Getting Into Flow
- What Is Success to You?
- Stay Grounded
- Keep Your Head in the Game
- Symbiosis
- Advice for the New Advisor
- Chapter 20: Change Is Difficult
- Defy Complacency
- Set Goals
- Conquer Fear.
- Unsuccessful People Never Fail Because They Never Try
- Succession Planning
- Change Is Difficult but Not Changing Is Fatal
- What Have You Done Lately?
- Attitude Is Everything
- Chapter 21: Investment Management
- From Stockbroker to Life Advisor
- Don't Second-Guess the Masters
- Summary: Part Two: Growing the Business Requires That We Evolve, Lead, and Serve
- Part Three: What Clients Really Want
- Chapter 22: What's Your Number?
- Market Volatility
- Spending Behaviors
- Taxes and Inflation
- Longevity
- Chapter 23: The Good Life
- It's All about the Journey
- Giving Back
- Conclusion
- Suggested Readings
- About the Author
- Index
- EULA.
