- Cover
- Title Page
- Advice from a Tree
- Introduction
- Acknowledgments
- PART ONE: Leadership Makes a Difference in Wealth Management
- Chapter 1: Communicate Effectively to Move People to Action
- Chapter 2: Create a Compelling Vision
- Chapter 3: The Right Culture Is Nonnegotiable
- Chapter 4: Leaders Collaborate Effectively
- Chapter 5: Coaching Advisors to Grow the Business
- Chapter 6: Credibility Is the Foundation
- Chapter 7: Emotional Intelligence
- Chapter 8: Managing Yourself and Taking Responsibility
- Chapter 9: Recruiting and Retaining Top Talent
- Chapter 10: Creating Outstanding Teams
- Chapter 11: Have the Courage to Lead Change
- Chapter 12: Leaders Are Grateful and Win Hearts and Minds
- SUMMARY: Part One: Leaders with a Growth Mindset Grow
- PART TWO: Growing Your Wealth Management Business
- Chapter 13: Define Your Business Model
- Chapter 14: Business Development
- Chapter 15: Exceptional Client Experience
- Chapter 16: Discovery Meeting
- Chapter 17: A Question of Value, Not Price
- Chapter 18: You Are the Solution
- Chapter 19: Getting Into Flow
- Chapter 20: Change Is Difficult
- Chapter 21: Investment Management
- SUMMARY: Part Two: Growing the Business Requires That We Evolve, Lead, and Serve
- PART THREE: What Clients Really Want
- Conclusion
- Suggested Readings
- About the Author
- Index
- End User License Agreement
The Growth Mindset
Leadership Makes a Difference in Wealth Management
Rick Capozzi
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