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Author: Philip Palaveev
Publisher: John Wiley & Sons
ISBN: 111937006X
Category : Business & Economics
Languages : en
Pages : 261
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Book Description
Vital guidance to ensuring the future of your firm G2: Building the Next Generation provides financial advisory firms with a clear roadmap to management succession. Based on the author's 17 years of experience with over 1,000 firms, this book provides a systematic process to help you identify, develop, and install the new leadership that will guide your firm's future. Extensive statistical research backs proven strategies for structuring management and succession, overcoming obstacles, selling equity, and more, while expert guidance walks you through the process and warn you of potential pitfalls along the way. A generation of entrepreneurs used their talent and ambition to build an industry; to ensure that their success lives on, those leaders now face the formidable challenge of succession. With the future of your firm at stake, how do you recruit, train, mentor, and develop the next generation of professionals, owners, and leaders? This book shows you how to find the people you need, and develop them into the leadership your firm deserves. Identify and develop future leaders from the pool of existing and upcoming talent Structure management and management succession to ensure successful transition Begin selling equity to your firm's next generation of leaders Learn smart strategies for dealing with setbacks along the way The next generation of leaders will shape the future of your firm, but collectively, they will define the future of the entire advisory industry. Firms who succeed in developing their best talent will continue to thrive—those who fail will be left with a great car, but no driver. Getting this right may be one of the most critical points of your career, and it isn't something that should be left to chance or "gut feeling". G2: Building the Next Generation gives you a solid, grounded, systematic approach for ensuring your firm's long-lived success.
Author: Philip Palaveev
Publisher: John Wiley & Sons
ISBN: 111937006X
Category : Business & Economics
Languages : en
Pages : 261
Get Book Here
Book Description
Vital guidance to ensuring the future of your firm G2: Building the Next Generation provides financial advisory firms with a clear roadmap to management succession. Based on the author's 17 years of experience with over 1,000 firms, this book provides a systematic process to help you identify, develop, and install the new leadership that will guide your firm's future. Extensive statistical research backs proven strategies for structuring management and succession, overcoming obstacles, selling equity, and more, while expert guidance walks you through the process and warn you of potential pitfalls along the way. A generation of entrepreneurs used their talent and ambition to build an industry; to ensure that their success lives on, those leaders now face the formidable challenge of succession. With the future of your firm at stake, how do you recruit, train, mentor, and develop the next generation of professionals, owners, and leaders? This book shows you how to find the people you need, and develop them into the leadership your firm deserves. Identify and develop future leaders from the pool of existing and upcoming talent Structure management and management succession to ensure successful transition Begin selling equity to your firm's next generation of leaders Learn smart strategies for dealing with setbacks along the way The next generation of leaders will shape the future of your firm, but collectively, they will define the future of the entire advisory industry. Firms who succeed in developing their best talent will continue to thrive—those who fail will be left with a great car, but no driver. Getting this right may be one of the most critical points of your career, and it isn't something that should be left to chance or "gut feeling". G2: Building the Next Generation gives you a solid, grounded, systematic approach for ensuring your firm's long-lived success.
Author: Philip Palaveev
Publisher: John Wiley & Sons
ISBN: 1119370094
Category : Business & Economics
Languages : en
Pages : 260
Get Book Here
Book Description
Vital guidance to ensuring the future of your firm G2: Building the Next Generation provides financial advisory firms with a clear roadmap to management succession. Based on the author's 17 years of experience with over 1,000 firms, this book provides a systematic process to help you identify, develop, and install the new leadership that will guide your firm's future. Extensive statistical research backs proven strategies for structuring management and succession, overcoming obstacles, selling equity, and more, while expert guidance walks you through the process and warn you of potential pitfalls along the way. A generation of entrepreneurs used their talent and ambition to build an industry; to ensure that their success lives on, those leaders now face the formidable challenge of succession. With the future of your firm at stake, how do you recruit, train, mentor, and develop the next generation of professionals, owners, and leaders? This book shows you how to find the people you need, and develop them into the leadership your firm deserves. Identify and develop future leaders from the pool of existing and upcoming talent Structure management and management succession to ensure successful transition Begin selling equity to your firm's next generation of leaders Learn smart strategies for dealing with setbacks along the way The next generation of leaders will shape the future of your firm, but collectively, they will define the future of the entire advisory industry. Firms who succeed in developing their best talent will continue to thrive—those who fail will be left with a great car, but no driver. Getting this right may be one of the most critical points of your career, and it isn't something that should be left to chance or "gut feeling". G2: Building the Next Generation gives you a solid, grounded, systematic approach for ensuring your firm's long-lived success.
Author: P. Palaveev
Publisher: John Wiley & Sons
ISBN: 1118209540
Category : Business & Economics
Languages : en
Pages : 247
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Book Description
A detailed road map for wealth managers who want to build an ensemble firm or team and achieve sustained growth, profitability and high valuations Why do ten percent of wealth management firms grow faster than the rest of the industry, often despite the turbulence of the markets? The answer, according to industry consultant and researcher, P. Palaveev, is that the most successful firms are those which, create and promote a team-based service model that serves as the foundation of their enterprise. Find out how and why a team-based service model can play a decisive role in the future growth and sustained success of your wealth management firm Discover the key factors for building a successful ensemble firm and profit from the best practices top team-based firms employ Profit from the author's years of experience working with the world's top wealth management firms and the data he has compiled as a pre-eminent industry researcher Learn about the various organizational structures, partnership models and career path options and how to put them to work building an ensemble practice Get the lowdown on how the savviest traditional broker-dealer firms have formed dynamic ensemble teams within their organizations and learn of the results they've achieved
Author: Deena B. Katz
Publisher: John Wiley & Sons
ISBN: 0470885327
Category : Business & Economics
Languages : en
Pages : 369
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Book Description
Deena B. Katz, CFP, a preeminent authority on practice management and an internationally recognized financial adviser, presents a comprehensive guide to running a professional financial planning practice. To create this book, Katz updated, revised, and combined her two acclaimed books Deena Katz on Practice Management (1999) and Deena Katz's Tools and Templates for Your Practice (2001). In this newly expanded volume, she presents the essentials on how to help a practice thrive side by side with the tools and templates needed for the everyday operation of your firm. This new volume offers guidance on practice-management issues: setting up an office systems and technology administration and staffing marketing growing as the market changes hanging on to clients for the long term succession planning when the time comes This comprehensive resource provides sample forms, worksheets, templates, letters, brochures, and collateral materials developed and refined by top wealth managers and planners. From keeping the business running well by designing dynamic collateral material, to considering plans for retirement, Deena B. Katz guides advisers through every challenge a financial planning business will face.
Author: Mark C. Tibergien
Publisher: John Wiley & Sons
ISBN: 1118019318
Category : Business & Economics
Languages : en
Pages : 342
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Book Description
A revised and expanded look at how to thrive and prosper in the financial advisory business A new and revised edition of the eye-opening, no-nonsense handbook on managing and growing a financial-advisory business, Practice Made (More) Perfect is packed with industry insight and practical ideas that every leader and manager within a financial advisory practice needs to know in order to get the most out of their business. Regardless of how little time is available or how seriously challenged a firm may be, this book contains the information that can help. The principles of sound management apply to firms of all types, and the tools provided in this book are guaranteed to be applicable under practically any circumstances. Written by industry expert Mark Tibergien, one of the "25 Most Influential" people in the financial services industry A new edition of a bestselling Bloomberg title Includes fresh insight on recent topics, including how advisors responded during the latest meltdown, the implications of the aging advisory profession, the challenges of attracting and keeping both clients and staff, the role of organizational design in a growing business, recent changes in compensation planning and implementation, and key information on leadership and management in today's financial world Many financial advisers run their businesses as if acquiring more clients will solve any and all problems, but without a strategic framework, more clients just lead to more demands and less time to meet them. The truly successful firm will build strategy, structure, and processes that will ultimately translate into increased profits, cash flow, and transferable value.
Author: Caleb Brown
Publisher: Coventry House Publishing
ISBN:
Category : Business & Economics
Languages : en
Pages : 123
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Book Description
From determining your hiring needs, to crafting an effective job description, identifying and vetting top talent, to making the right compensation offer, Successful Hiring for Financial Planners is a straightforward guide that provides practical wisdom and real-world experience for how to effectively execute the hiring process for your first (or next) financial planning hire in your growing advisory firm. Inside this guide you will learn: • How to develop an appealing career track • When you should begin the hiring process • How to let your firm's culture recruit for you • The art and science of screening candidates • How to overcome common hiring struggles • Practical tips to handle underperformers • How to develop a succession plan Successful Hiring for Financial Planners delivers a comprehensive plan to help your firm grow so you can serve the consumers who are in need of your guidance the most.
Author: Vern L. Bengtson
Publisher: Oxford University Press
ISBN: 0199343683
Category : Religion
Languages : en
Pages : 286
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Book Description
Winner of the Distinguished Book Award from American Sociology Association Sociology of Religion Section Winner of the Richard Kalish Best Publication Award from the Gerontological Society of America Few things are more likely to cause heartache to devout parents than seeing their child leave the faith. And it seems, from media portrayals, that this is happening more and more frequently. But is religious change between generations common? How does religion get passed down from one generation to the next? How do some families succeed in passing on their faith while others do not? Families and Faith: How Religion is Passed Down across Generations seeks to answer these questions and many more. For almost four decades, Vern Bengtson and his colleagues have been conducting the largest-ever study of religion and family across generations. Through war and social upheaval, depression and technological revolution, they have followed more than 350 families composed of more than 3,500 individuals whose lives span more than a century--the oldest was born in 1881, the youngest in 1988--to find out how religion is, or is not, passed down from one generation to the next. What they found may come as a surprise: despite enormous changes in American society, a child is actually more likely to remain within the fold than leave it, and even the nonreligious are more likely to follow their parents' example than to rebel. And while outside forces do play a role, the crucial factor in whether a child keeps the faith is the presence of a strong fatherly bond. Mixing unprecedented data with gripping interviews and sharp analysis, Families and Faith offers a fascinating exploration of what allows a family to pass on its most deeply-held tradition--its faith.
Author: Satya Komatineni
Publisher: Apress
ISBN: 143023931X
Category : Computers
Languages : en
Pages : 1006
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Book Description
Pro Android 4 shows you how to build real-world and fun mobile apps using the new Android SDK 4 (Ice Cream Sandwich), which unifies Gingerbread for smartphones, Honeycomb for tablets and augments further with Google TV and more. This Android 4 book updates the best selling Pro Android 3 and covers everything from the fundamentals of building apps for embedded devices, smartphones, and tablets to advanced concepts such as custom 3D components, multi-tasking, sensors/augmented reality, better accessories support and much more. Using the tutorials and expert advice, you'll quickly be able to build cool mobile apps and run them on dozens of Android-based smartphones. You'll explore and use the Android APIs, including those for media and sensors. And you'll check out what's new with Android 4, including the improved user interface across all Android platforms, integration with services, and more. After reading this definitive tutorial and reference, you gain the knowledge and experience to create stunning, cutting-edge Android 4 apps that can make you money, while keeping you agile enough to respond to changes in the future.
Author: Latané Conant
Publisher:
ISBN: 9780578699455
Category :
Languages : en
Pages :
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Book Description
No Forms. No Spam. No Cold Calls. is a rallying cry for a new generation of sales and marketing leaders who are ready to ditch the traditional strategies, tactics, and technologies that are no longer working to deliver breakthrough results.Every organization wants to predictably grow revenue. The challenge facing sellers and marketers today is that B2B buyers have taken control of the buying journey, making it nearly impossible for business leaders to accurately predict anything, especially revenue growth.Prospects are being bombarded from all sides with forms, emails, and annoying phone calls as they try to research our solutions. So what do they do? They protect themselves by researching anonymously and not revealing themselves to us until their decision is made. That means that as sellers and marketers, we've lost our opportunity to influence the buying journey-that is, if we're still clinging to the traditional lead-based tools and strategies that we're used to. It's time for a new paradigm.Pioneering CMO Latané Conant delivers a step-by-step guide that will transform the way you think about marketing and selling in the modern age. Often challenging but never dull, No Forms. No Spam. No Cold Calls. delivers uncomfortable truths about the status quo-starting with Latané's first breakthrough that our old-school tactics not only treat our future customers like dirt, they also encourage the anonymous buying we're trying to combat. This book challenges sales and marketing leaders to engage customers the right way if you want to achieve predictable revenue growth.Latané lays out exactly how to enable your sales and marketing teams to take pride in the customer experience and finally align on how to put your prospects at the center of everything you do. In doing that, you'll learn to uncover customer demand, prioritize which accounts to work, engage the entire customer buying team, and measure real success. With this customer-first approach, you'll be able to confidently take down the forms, stop sending bulk emails, and quit making cold calls-and achieve breakthrough results.
Author: David Isaacs
Publisher: Scepter Publishers
ISBN: 9781851825929
Category : Education
Languages : en
Pages : 288
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Book Description
In this book, author David Isaacs, an educationalist and parent, offers ideas and suggestions on how parents and teachers can help children's all-round development. The emphasis is on character building, approached from the viewpoint of moral habits. Professor Isaacs takes twenty-four virtues and discusses how the child - at different ages - can be encouraged to be obedient, industrious, sincere, prudent, generous, optimistic, sociable, and so on. There is no book on child development quite like this.
