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 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. INDICE: 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

• ISBN: 978-1-119-42197-9
• Editorial: John Wiley & Sons
• Encuadernacion: Cartoné
• Páginas: 368
• Fecha Publicación: 08/11/2017
• Nº Volúmenes: 1
• Idioma: Inglés