The Growth Mindset: Leadership Makes a Difference in Wealth Management

By 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 offer—the 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 approaches—are 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.

• Language: English
• Publisher: Wiley
• Release date: Oct 4, 2017
• ISBN: 9781119421986

Book preview

��Idbook_preview_excerpt.htmluX͎��~��m��7��6P"#�a��C֐�mvS�3#��G�!O�'�WUMg���Cv�W}_����}�K�a���7�yo���;������z;�lO)�n6��ϔ�5�p�3% ��d}�1؁& �O�v*\6e$s��>]c�M<��r�������]��t�U�r4?��E���5^�b>T�]q𥏪� �G��^�7��7�����L���<��x���Mz�b���oN�b|�cC����X}oB�cMsr�L�G�7�l�s….��.&�"��цA�����-w%c�E�b
��jd'�۹���/�~4�dfJ8;Y$�qH<�$������Q=71죱�=yhrz�깮�¶�8��.��9 t5�'�a����ϜIve��9��lI�5�R({���
�u���5<[�&��=�
����I$KZ8p&�n ���D�9�� ���s'8Ew������C������-���L������γ���sq.w��<-&^���H��Ɨ�o1~��.@(�$�>�p�����9 ���K���,��a��DAw���Q�L��e�1�ʰiN���rc���rL��If3���c�G�Ɠ��쪳<�fم���r���C�7q�J�
th�Y�r�h16��PU�;�ɮ
�C�� ��+k?���HJ�j��m��N���/bh,A���&��"C�/,�௷����$
��Su~�0�z��#n��*�:3��Y;�!(����yw�$F�`�Z���.�tM���_�ᆗHc�,� �8����o���`N|Jq���%r��f�� ֋�c�2r
/�B������D�I��r�K9�I^T!̪<��B m>��UnCփHޙ�99�4�`Y�������$��l=�20�'�Q���=AW��y,�I�������\~,b����+�5۶\S� �*��48��:?$qVG0�3�H��h�ՄIs໅}�d�|kdȞGf��Ә,�G0��s�K����h%�;��Z���yչ,D��t�?��N(�,�vz:� h=�~DnԽ� 絰��)�G�f6���W�Jm��7�~ ���G�k�=�g�
�#�z󠾘��A�2�*hl
j� ��ce� `K��4��"�f�yT%|碳"�ޕ�3�v�=��(�_�����V�;��;'�[���*1�u:�_�IO�H/�$�2�KF��[eǬ���\W�">�<�̅�+l]����R�](��Q��b�!
?�g`o%g n���HY�"���cG�B
L�cD��;��a�8-��T��}bm䲥`t�� ²�Q��� ��Bb� ���Ȭӵnm�����s�f�>��eL�8s4oP���[�C�Q�u�I��+b&F�jո��8^E�(΅��Hɱ�&����# ���/,�Ҭs�f�X_yy'��Й)Ξ67���@l/ ��h����U��4i<��e_���Y�|i��:~f�n��=!�dqep@���/���;���P�,�Y�ض}YU$�h:�������GCt���n�|f��r\���x��<̀t��(�2k���u�,.Wr���Tù�|/(1[����ע[e.31��^�l�v ���&�
~(M�X TP�����*�P(Ň�O��J��Qx���r��f�����;֋W�Ng��&�����h���y��nk0�0��;�ٙn��o�*&w3L��P�0�N� wt�q�yq��+�lj���]��_Ur�Z���9W��� /�a�fSE�O(w����8Sѹ���m�q���(öp�z�����~�|f&B)Zrr�$�%�x ��t�N�5$+��x�j?PYY<3z�Id*E-�ͣ9{�q�i�O��M�fB8������ �Њj#Ma7��vO��Y�CкclX�⒒t���G^xw��:Q3>��%]��6��]�����v��חwwVvO�g��b�W��׶X��d��鮩� p��Z����@�����