Найти книгу: "The Enduring Reagan"

A guide for financial advisors who are ready to embrace new opportunities The Enduring Advisory Firm is a book for the forward-thinking financial advisor. Financial advisement is traditionally a hands-on field, so few in the industry feel threatened by the shifting social and technological landscape. In this book, Mark Tibergien—routinely named one of the most influential people in the financial services world—and Kim Dellarocca make a compelling case for taking a closer look at technology and other big-deal industry trends in order to move the business of financial advice into the next stage of its evolution. Combining a facts-based approach with case studies and examples from the field, The Enduring Advisory Firm will ignite your imagination by demonstrating practical strategies for attracting clients and streamlining operations. Today's smart practice managers are focusing on emerging topics like the needs and expectations of the Millennial generation, mobile and interactive technologies, and growth planning. Responding thoughtfully to these trends, with the help of this book, could propel your financial advising business toward a more successful future. In-depth discussion of trends and forces that you can harness to reshape your financial advisement business Case studies and examples showing how to navigate the most difficult business decisions Innovative ideas for process improvement, more fruitful client interactions, and sustainable growth Tips and insight for attracting Millennial clients and talent by leveraging new technologies The Enduring Advisory Firm will inspire financial advisors, managers, and executives to branch out in ways that will lead to measurable growth. With a newfound focus on the evolution of your business, you might be surprised at where change takes you. In addition to providing RIAs with guidelines to help them succeed, all of the proceeds from this book will support the CFP Board Center for Financial Planning, a national initiative to create a more diverse and financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. Learn more at www.CenterforFinancialPlanning.org.

A first-hand account of Ronald Reagan's leadership style, with personal insight and practical application. Lead Like Reagan is a guide to more effective leadership, inspired by the Great Communicator himself. Drawing upon his time serving Ronald Reagan, author Dan Quiggle relates lessons learned first-hand from his front row seat to history. Using Reagan and other prominent business leaders as examples, Quiggle illustrates what leadership looks like at the highest levels, why such leadership is effective, and how it can be successfully emulated. Readers will learn strategies to motivate, communicate, and inspire, forming a unique leadership template with personal application. Sitting at the feet of greatness and personally observing what Ronald Reagan did and said, made an indelible mark on Dan's own personal leadership style, shaping his thoughts about the key traits and actions of great leaders. In Lead Like Reagan, readers gain insight into both the personal attributes and leadership traits which are required to lead with vision, excellence, and impact. Practical advice and inspiring vision provide a template to: Assemble the right people to form a successful team Earn loyalty and commitment from others Lead by example to model excellence Manage crises by finding the opportunity in the midst of challenge Leave a lasting legacy of optimism and inspiration Leadership is a process of continual growth and Ronald Reagan provides an inspiring example. Lead Like Reagan is a meaningful and memorable guide to leadership, forging a framework for inspiring greatness and achieving success.

This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their business and their income streams beyond their own lifetime, while providing a multi-generational service platform that attracts and rewards younger advisors. This makes succession planning one of the most, if not the most, important practice management tools in this industry today. As an independent financial advisor, now is the time to address the question of what will happen to your practice and your clients after you “exit the building.” In most cases, the answers are right in front of you. Thankfully, Succession Planning for Financial Advisors: Building an Enduring Business has arrived to transform today’s practices into businesses designed to endure and prosper and serve generations of clients. Learn how to create a “Lifestyle Succession Plan” that can provide a lifetime of income and benefits to the founder even as he/she gradually retires on the job Unlock the power of equity management – the best planning and building tool an independent advisor owns Learn how to attract and retain the best of the next generation to help you build a great business and to support your succession plans and care for your clients and their families Determine precisely when to start a formal succession plan and related continuity plan so that your business can work for you when you need it most Understand why succession planning and selling your business are completely different strategies, but how they can complement each other when used correctly 95% of independent financial service professionals are one owner practices. To the positive, these practices are among the most valuable professional service models in America. But almost all advisors are assembling their practices using the wrong tools – tools borrowed from historically successful, but vastly different models including wirehouses, broker-dealers, and even OSJ’s and branch managers. Revenue sharing, commission splitting and other eat-what-you-kill compensation methods dominate the independent sector and virtually ensure that today’s independent practices, if left unchanged, will not survive the end of their founder’s career. It is time to change course and this book provides the map and the details to help you do just that. For independent practice owners and staff members, advisors who want to transition to independence, as well as accountants, attorneys, coaches and others involved in the financial services space, there are invaluable lessons to be learned from Succession Planning for Financial Advisors. Written by the leading succession planning expert in the financial services industry, former securities regulator, M&A specialist, and founder of the nationally recognized consulting and equity management firm, FP Transitions, David Grau Sr., JD, has created an unmatched resource that will have an enduring and resounding impact on an entire industry.

Essential reading for IP managers and corporate executives, Innovate or Perish is a new road map equipping readers with the principles and tools needed for their companies to compete in the emerging creativity economy. Edited by Edward Kahn, this seminal book includes contributions from seasoned intellectual property (IP) professionals—including Ed Walsh, Karl Jorda, Wayne Jaeschke, Abha Divine, and Damon Matteo.

Based on the findings in recently released archive papers and letters, as well as extensive library and historical resources, Alan Axelrod offers a compelling profile of the remarkable leadership discipline of a general often called a «military CEO.» In fascinating detail, Axelrod reveals that Ike was more than a great military leader; he was also a great executive who could—and did—write a reassuring letter to the mother of a solider one moment and make decisions impacting millions of lives the next. Follow Ike's path as Supreme Commander from the invasion of North Africa to victory in Europe and learn the lessons of great leadership along the way, including: The nature of leadership Managing detail without sacrificing the “big picture” Ensuring follow-through to execution Building a team Converting conflict into common cause Getting the facts and making plans Mentoring, motivating, and inspiring