PDF Download The Growth Mindset: Leadership Makes a Difference in Wealth Management
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The Growth Mindset: Leadership Makes a Difference in Wealth Management
PDF Download The Growth Mindset: Leadership Makes a Difference in Wealth Management
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From the Inside Flap
The course of human history has repeatedly shown that success hinges on leadership. Even the best and brightest talent cannot rise to the heights of their potential in an unsupportive environment lacking the tools and culture they need to thrive. The Growth Mindset begins by outlining the critical characteristics — and practices — of exceptional leadership in wealth management. True leadership happens not by reinventing the wheel but by compiling proven techniques that have stood the test of time and merging them with fresh perspective that adds new strength amidst the industry's disruption. First and foremost is culture: growth in the FinTech era relies on the personal component of advisory services, and a culture of collaboration and credibility is essential for survival. The right culture attracts the right talent, and giving advisors a personal stake in the future of the firm empowers them to contribute more than just analysis — it inspires them to deliver world-class service that creates sustainable growth. As the wealth management landscape changes, the growth mindset becomes ever more critical — but it's only a small piece of the puzzle. This book details an actionable framework for a new era of leadership in the industry, with an emphasis on value, solutions, relationships, and trust. Become a more effective leader with a more compelling vision that inspires people to action Put the right people in the right places, and build collaborative relationships that last Deliver an exceptional client experience to emphasize value over price Become the solution by building credibility, taking responsibility, and having the courage to lead change Leading change takes courage, and leading change successfully requires careful planning and attention to the people, processes, and positions at stake. Clients want more than just a breakdown of the numbers — they want a personal experience tailored to their goals. They want the value of expertise directed toward their interests. From the business model to the discovery meeting to the day-to-day operations, today's successful wealth management firm must exude that sense of value at every turn. The Growth Mindset provides a practical blueprint for transformation from the inside out.
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From the Back Cover
PRAISE FOR THE GROWTH MINDSET "From his many years as a successful financial advisor, manager and now an advisor to thousands of professionals, Rick Capozzi has evolved to become an 'oasis of knowledge'. In his book The Growth Mindset, he provides the direction required to succeed within this ever-changing financial services industry. I highly recommend his book for any successful wealth manager in order to stay ahead of what is inevitably coming. This book is your road map to success." —Joe Grano, Former Chairman and CEO, UBS "I am often asked for advice on advice. What constitutes the best thinking or best ideas in helping others achieve their financial goals? Rick Capozzi has captured the best ideas on helping others achieve sustainable growth personally and professionally. Rick brings three decades of insights that will serve as a guide for the professional or the investor seeking to achieve financial freedom. The Growth Mindset will inspire you." —Mark Casady, Former CEO, LPL Financial "This book is a must-read for every advisor and manager in the financial services industry who wants to seize the opportunity for growth in the rapidly changing environment. Rick is a student of the business and he has learned from some of the world's best thinkers and leaders. This book summarizes how the best in our industry have transformed into a growth mindset!" —John Decker, Managing Director, Head of The Headquarters Branch, UBS "Rick Capozzi is a leader who has been in the trenches delivering performance. Listen to him when he says that leadership is the key to controlling your own destiny and that of your clients in an ever changing world. This book is a must read not only for financial advisors but any aspiring leader working to climb the ladder of success!" —Mike Abrashoff, Former Commander USS Benfold, author of It's Your Ship
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Product details
Hardcover: 368 pages
Publisher: Wiley; 1 edition (October 16, 2017)
Language: English
ISBN-10: 9781119421979
ISBN-13: 978-1119421979
ASIN: 1119421977
Product Dimensions:
6.2 x 1.4 x 9.1 inches
Shipping Weight: 1.4 pounds (View shipping rates and policies)
Average Customer Review:
5.0 out of 5 stars
2 customer reviews
Amazon Best Sellers Rank:
#710,771 in Books (See Top 100 in Books)
This book is inspiring, it really gets you in the zone. Will help you grow as a person and in business. With Rick's career experience, his strategies come from having gone through these situations himself. There is so much useful wisdom that it will not only help me grow my business, but grow as a person. I highly recommend this book!
If you are in the financial service industry and plan on evolving as a trusted advisor this is a must read. Leadership matters and Rick Capozzi shares his decades of best practices and advice differentiating those who excel , lead and develop a culture. Many different perspectives and ideas that can be applied in different industries and life. It's all about your mindset.
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