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The Growth Mindset: Leadership Makes a Difference in Wealth Management

English

By (author): Rick Capozzi

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 offerthe 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 approachesare 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.

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Original price €28.50
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Product Details
  • Weight: 544g
  • Dimensions: 160 x 231mm
  • Publication Date: 05 Dec 2017
  • Publisher: John Wiley & Sons Inc
  • Publication City/Country: United States
  • Language: English
  • ISBN13: 9781119421979

About Rick Capozzi

RICK CAPOZZI is the president of Capozzi Advisory Group LLC a global consulting and training firm that specializes in growth strategies for wealth management businesses. His 34-year track record of success in senior leadership roles includes positions with some of the worlds top firms. At Morgan Stanley Rick managed the revenue and asset growth of 8000 advisors as national sales manager. As a regional president at Wells Fargo he was responsible for over $30 billion in assets under management. and at Morgan Stanley he oversaw $35 billion as the regional director. In both cases he turned these regions from virtually last in the country to first by applying sound principles proven strategies and smart tactics. As Merrill Lynchs global head of business development Rick helped the firm achieve record results. Rick has delivered over 1200 inspirational keynotes throughout North America Europe the Middle East and Asia.

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