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The Growth Mindset

Leadership Makes a Difference in Wealth Management

Gebonden Engels 2017 9781119421979
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Samenvatting

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.

Specificaties

ISBN13:9781119421979
Taal:Engels
Bindwijze:gebonden
Aantal pagina's:368
Verschijningsdatum:5-12-2017
ISSN:

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Inhoudsopgave

Introduction
Acknowledgments

Part 1: Leadership Makes a Difference in Wealth Management
Chapter 1: Communicate Effectively to Move People to Action
Chapter 2: Create a Compelling Vision
Chapter 3: The Right Culture Is Nonnegotiable
Chapter 4: Leaders Collaborate Effectively
Chapter 5: Coaching Advisors to Grow the Business
Chapter 6: Credibility Is the Foundation
Chapter 7: Emotional Intelligence
Chapter 8: Managing Yourself and Taking Responsibility
Chapter 9: Recruiting and Retaining Top Talent
Chapter 10: Creating Outstanding Teams
Chapter 11: Have the Courage to Lead Change
Chapter 12: Leaders Are Grateful and Win Hearts and Minds
Part 1 Summary: Leaders with a Growth Mindset Grow

Part 2: Growing Your Wealth Management Business
Chapter 13: Define Your Business Model
Chapter 14: Business Development
Chapter 15: Exceptional Client Experience
Chapter 16: Discovery Meeting
Chapter 17: A Question of Value, Not Price
Chapter 18: You Are the Solution
Chapter 19: Getting Into Flow
Chapter 20: Change Is Difficult
Chapter 21: Investment Management
Part 2 Summary

Part 3: What Clients Really Want
Chapter 22: What s Your Number?
Chapter 23: The Good Life
Conclusion
Suggested Readings
About the Author
Index

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