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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.

The Growth Mindset: Leadership Makes a Difference in Wealth Management

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