#2365
Mentioned in 12 episodes
The growth mindset
Leadership Makes a Difference in Wealth Management
Book • 2024
The Growth Mindset provides a roadmap for financial professionals to navigate the changing landscape of wealth management.
The book emphasizes the importance of leadership, client-centric approaches, and adapting to change.
It outlines critical characteristics and practices of exceptional leadership, including building strong relationships, aligning company culture, and retaining top talent.
The book is divided into sections that cover leadership skills, growing the business, and insights for high net worth clients, offering practical advice on delivering integrated wealth management solutions and maintaining a competitive edge in a rapidly changing industry.
The book emphasizes the importance of leadership, client-centric approaches, and adapting to change.
It outlines critical characteristics and practices of exceptional leadership, including building strong relationships, aligning company culture, and retaining top talent.
The book is divided into sections that cover leadership skills, growing the business, and insights for high net worth clients, offering practical advice on delivering integrated wealth management solutions and maintaining a competitive edge in a rapidly changing industry.
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