Details

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

<p><b>GREG FRIEDMAN, MS, CFP,</b> is founder and president of Junxure, a practice improvement firm, and Private Ocean, one of the West Coast's leading wealth management firms. He is a relentless innovator and advocate for excellent wealth manage-ment, which earned him recognition three times on <i>Investment Advisor Magazine'</i>s list of the Top 25 most influential financial advisors.</p>

<p><b>Praise for <i>Advisory Leadership</i></b></p> <p>"Greg has been and continues to be a visionary in the financial advice industry. His forward-looking approach around technology positioned him and his firm as one of the best practices in the business. Now he is focused on communicating why a positive culture will help you achieve both growth and success. This is a must read for anyone currently in a leadership role and those who aspire to be." <p><b>—Suzanne Siracuse, </b>VP/Publisher, <i>InvestmentNews</i> <p>"Greg Friedman brings a unique perspective to the business of financial advice. Not only is he a successful advisor, but he is a successful business owner who has experienced most every phase in a financial advisory firm's life cycle, from birth to growth to mergers and acquisitions, while at the same time building a leading technology company. He shares his learned wisdom in his current book. You would be wise to add it to your library." <p><b>—Mark Tibergien, </b>CEO & Managing Director, Pershing Advisor Solutions <p>"Technical competence is a given for practitioners but it will not benefit our clients if we don't maintain a viable business. Greg, a nationally respected practitioner who has 'walked the walk,' shares his extraordinary insights with us in <i>Advisory Leadership</i>. Think about it as a 'viable business insurance policy.' Read it, heed it, and you and your clients will be well rewarded." <p><b>—Harold Evensky, </b>Chairman, Evensky & Katz/Foldes Financial <p>"Greg Friedman's <i>Advisory Leadership</i> provides meaningful information on practice management and acquisition integration, yet I was most struck by its sense of purpose. Integrating why we do what we do with how we do it was refreshing, rewarding, and exciting." <p><b>—Ross Levin, </b>CFP®, Founding Principal and President, Accredited Investor Inc. <p>"Greg Friedman offers what may be the best book in the financial services space on how extraordinary leadership is the key to effective management, with a step-by-step guide on how to function as an extraordinary leader." <p><b>—Bob Veres,</b> Publisher, <i>Inside Information</i> newsletter <p>"If you're not already an admirer of Greg Friedman, this book should make you one. His prescriptions for a happy, successful advisory firm are based on his own experiences and behavior. You owe it to yourself to pay attention. Forget culture wars. Greg Friedman shows you—not tells you—how to build a culture of peace that will make you and your employees happy and increase your entire team's chances of business success." <p><b>—James J. Green, </b>Editor, <i>Investment Advisor</i> and <i>ThinkAdvisor</i>

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