Thrive in a changing industry by putting your people first Advisory Leadership is a practical and highly executable guide for financial advisors and finance professionals looking to thrive in today's changing financial services industry. Written by a leading financial advisor with practice improvement expertise, this book shows you how to master the art of leadership while remaining agile and adaptable. You'll learn the seven steps you must take to keep pace and thrive amidst the industry's evolution, with clearly articulated explanations and motivational action items. The discussion covers patience, integrity, compassion, respect, consistency, encouragement, and courage—the foundations of success and continued growth—and shows you how to practice what you preach with real strategies for living the vision and being a true leader. The financial services industry is at a crossroads, between a generation on the cusp of retirement and the new generation stepping in to take its place. This transition has been called a crisis of culture, of values, and of communication, but it's really an opportunity. This book faces the changes head-on, and delivers practical solutions that start and end with your greatest resource—your people. Unlock the secrets to a people-first company Speak openly, walk the walk, and promote personal growth Reward firm-wide collaboration and a team mentality Reshape your company's DNA to thrive in today's financial environment The industry's overarching question is one of differentiation: how can your firm stand out amid the rise of robo-solutions and an unpredictable future? Advisory Leadership shows you how a people-focused company culture can elevate a firm from surviving to thriving.
Christians know that St. John the Baptist prepares the way of the Lord. Which other saints can accompany us during the four weeks of waiting for the birth of Jesus? Through insightful reflections, Franciscan Father Greg Friedman, a pastor and radio personality, connects us to the lives of saints and holy ones suggested by the Scriptural readings of Advent. Father Greg draws on his love for the saints to offer us daily inspiration during this season of preparation. For each day of Advent until Christmas Day, we find a brief reflection on an Advent lectionary reading, with a saintly connection, a suggested action for the day, and a prayer to help us slow down and savor this season of waiting and hope. This perennial Advent resource will become part of your preparation for Christmas year after year.
With organic growth becoming more and more elusive, Mergers and Acquisition (M&A) activity within the RIA industry is at an all-time high. In 2019, RIA merger and acquisition activity accelerated its momentum compared to the halfway point last year, with a strong second quarter that saw 33 deals for a total of 65 for the first six months, according to the DeVoe & Co. Deal Book. While M&As may seem like “easy” growth for firms, the only easy part may be signing on the dotted line. Maintaining success by merging two firms hinges on a handful of key factors, and one of them is the careful integration of culture. In Integrating Culture in Successful RIA Mergers and Acquisitions, Greg Friedman, a veteran financial advisor, and Cynthia Greenfield, a leadership and change management coach, share their blueprint for achieving and maintaining a successful, positive work culture, tackling head-on the obstacles that may appear during an M&A event, and offering solutions based on real-world experiences. This book will show the evolution of a $2B RIA over the course of 10 years, and pull back the covers with real stories of obstacles, adjustments, and victories along the way.
With M&As in the RIA space increasing, many firms are rapidly changing hands with little to no expert guidance on how to successfully execute a merger or acquisition. In 2017, a record number of M&A deals closed in the advisor space – 168 transactions, or a 22% growth over 2016. Aside from a fifth straight year of record highs in M&A activity, the size of the acquired firms has also increased, with average acquisitions involving wealth managers exceeding $1.01 billion in assets under management. For many advisors, it only takes a handful of missteps during a merger or acquisition to jeopardize their business, but with so much unknown, advisors need a guidebook for success. A significant and often overlooked component to a successful RIA merger or acquisition is the thoughtful integration of technology. This comprehensive guide walks you through the steps of strategy, assessment, implementation, adoption and growth, all while considering how to best inspire and galvanize a firm’s most valuable asset – its people. Combining the real-life experiences of a life-long financial advisor with the expertise of a 15-year operations director and founder of a large RIA ops network, this book takes real M&A experiences of the financial services industry and offers best practices, tools and resources to help advisors make smart decisions about technology integration that elevates the firm’s goals and solidifies its future success.
Since the publication of the first edition 15 years ago, vascular surgery has been transformed into a new specialty incorporating endovascular surgery and techniques. These innovations are detailed in this much anticipated second edition. Like the first edition, this new edition of A History of Vascular Surgery paints engaging portraits of the surgeons and scientists whose ideas and practices underlie, and continue to influence, vascular surgery as we know it today. Written for the practitioner and student alike, the second edition provides an in-depth, accessible history of this rapidly changing field.
This volume contains the proceedings of an NSF-CBMS Conference held at Texas Christian University in Fort Worth, Texas, May 18-22, 2009. The papers, written especially for this volume by well-known mathematicians and mathematical physicists, are an outgrowth of the talks presented at the conference. Topics examined are highly interdisciplinary and include, among many other things, recent results on D-brane charges in $K$-homology and twisted $K$-homology, Yang-Mills gauge theory and connections with non-commutative geometry, Landau-Ginzburg models, $C^*$-algebraic non-commutative geometry and ties to quantum physics and topology, the rational homotopy type of the group of unitary elements in an Azumaya algebra, and functoriality properties in the theory of $C^*$-crossed products and fixed point algebras for proper actions. An introduction, written by Jonathan Rosenberg, provides an instructive overview describing common themes and how the various papers in the volume are interrelated and fit together. The rich diversity of papers appearing in the volume demonstrates the current interplay between superstring theory, geometry/topology, and non-commutative geometry. The book will be of interest to graduate students, mathematicians, mathematical physicists, and researchers working in these areas.
Movies are often examined for subtext and dramatizations of social and psychological issues as well as current movements. Studies of well-known Catholic directors, such as Alfred Hitchcock and John Ford, have made the search for Catholic themes a reputable field of examination. Through a Catholic Lens continues the search for these themes and examines the Catholic undercurrents by studying nineteen film directors from around the world. Although these directors may or may not be practicing Catholics, their Catholic background can be found in their writing and directing. Each chapter, written by a different contributor, analyzes one film of each director for its Catholic motifs. With the recent increase of cinema studies, this collection will be of interest to students and academics as well as cinema buffs.
An enhanced eBook featuring fifteen videos from investigative reporter Greg Palast’s globetrotting, Sam Spade-style investigation—including extraordinary footage of pre-dawn stake-outs of billionaire financial vultures, narrowly avoiding prison in Azerbaijan (shot with a spy-pen camera), exploring the inside a whale carcass in the Arctic and trekking deep in the Amazon rainforest. Watch as Palast connects the dots of corruption between the oil industry, the financial sector, and the government. On April 20, 2010, BP’s Deepwater Horizon exploded in the Gulf of Mexico, killing eleven men and spilling million of barrels of crude oil into the water. Days later, a confidential cable arrives on investigative reporter Greg Palast’s desk from a terrified insider. He has the real, hushed-up facts of the disaster––facts that can only be found buried in the files of a Central Asian dictatorship. Taking him and his team of journalist-detectives from the streets of Baku, where Palast searches for a brown valise full of millions, to a small Eskimo village where he hears first hand of the depth of deceit and heartbreaking environmental devastation, to a burnt out nuclear reactor in Japan to Chevron's operations in the Amazon jungle, Vultures’ Picnic charts the course of Palast’s quest to bring the truth of the BP disaster to light. Along the way, we see the many other crimes perpetrated by the energy giants of the worlds, the banks that fund their lies, and the governments that turn a blind eye. Like a page-turning spy thriller, full of mystery, intrigue, and featuring a reporter with the guts to get arrested, chase down insiders, or stakeout a Vulture in the still of a winter morning, Vultures’ Picnic is pulp non-fiction at its best. It’s a journey into the corrupt heart of Big Oil, and behind it, Bigger Finance, exposing once and for all the corporate vultures that feed on the weak, and poison our planet.
‘Razor sharp research ... shows why every US citizen should be quaking in their boots’ Metro, Books of the Year ‘Bill Hicks with a press pass’ The List Award-winning guerrilla journalist Greg Palast has gone where most have been too scared to unearth the ugly truth about the haves and have-mores who rule our world ... America. Here he reports from behind enemy lines to reveal just how bad it’s got in a dangerous regime: how elections are bought and free speech comes at a price. How citizens are ruled by fear. And how our brave new globalized world means the poor get hammered, while corporations silently buy up the planet. It’s not pretty – but it’s all true ... ‘Palast is one of the few journalists writing who has both the anger and the wit to offer himself up as a persuasive – and more importantly, readable – voice of the left’ Observer ‘A rollercoaster ride from Baghdad to New Orleans and Osama bin Laden’s cave to the back rooms of the Pentagon’ Big Issue ‘Very funny ... For anyone who thinks that no-one from the US knows what’s going on, Palast is the perfect riposte’ Guardian
You want something heartwarming? Buy a puppy. But if you want just the facts, ma'am - facts rarely cuddly or cute - here's your book. Before you enter these pages, I should warn you- I am not a nice man. But I'm not prejudiced- it's not just Oval Office residents that make me gag, it's holders of offices in state capitals, in corporate towers and in a few churches too . . .' Award-winning guerrilla journalist Greg Palast has gone where most have been too scared to unearth the ugly truth about America today. And he's got the documents to prove it. Here he reveals just how scary it's got- how the Patriot Act has sent a nation crazy with fear. How ballot stuffing and black voter snuffing meant John Kerry actually won in '04, and the Republicans have '08 in the bag. And how Bush's 'ownership society' means corporations buying up the planet. Plus the story of the trillion-dollar Gulf War oil babies, why some people like to call Greg a Pinko bed-wetting freak, and how to join insurgency USA.
This book considers the cultural legacy of the Keynesian Revolution in economics. It assesses the impact of Keynes and Keynesian thinking upon economics and policy, as well as the response of the Chicago and Austrian schools, and the legacy of all three in shaping economic life. The book is a call to restore economics to its roots in moral and cultural knowledge, reminding us that human beings are more than consumers. The Keynesian Revolution taught us that we should be happy if we are prosperous, but instead we feel hollow and morally anxious – our economy feels empty. Drawing on paradigms from earlier historical periods while affirming modern market systems, this book encourages a return to a view of human beings as persons with the right and responsibility to discover, and do, the things in life that are intrinsically good and enduring. Because in the long run, the legacy of our choices will continue long after “we’re all dead.”
In 1987, Allan Bloom’s The Closing of the American Mind was published; a wildly popular book that drew attention to the shift in American culture away from the tenants that made America—and Americans—unique. Bloom focused on a breakdown in the American curriculum, but many sensed that the issue affected more than education. The very essence of what it meant to be an American was disappearing. That was over twenty years ago. Since then, the United States has experienced unprecedented wealth, more youth enrolling in higher education than ever before, and technology advancements far beyond what many in the 1980s dreamed possible. And yet, the state of the American mind seems to have deteriorated further. Benjamin Franklin’s “self-made man” has become a man dependent on the state. Independence has turned into self-absorption. Liberty has been curtailed in the defense of multiculturalism. In order to fully grasp the underpinnings of this shift away from the self-reliant, well-informed American, editors Mark Bauerlein and Adam Bellow have brought together a group of cultural and educational experts to discuss the root causes of the decline of the American mind. The writers of these fifteen original essays include E. D. Hirsch, Nicholas Eberstadt, and Dennis Prager, as well as Daniel Dreisbach, Gerald Graff, Richard Arum, Robert Whitaker, David T. Z. Mindich, Maggie Jackson, Jean Twenge, Jonathan Kay, Ilya Somin, Steve Wasserman, Greg Lukianoff, and R. R. Reno. Their essays are compiled into three main categories: States of Mind: Indicators of Intellectual and Cognitive Decline These essays broach specific mental deficiencies among the population, including lagging cultural IQ, low Biblical literacy, poor writing skills, and over-medication. Personal and Cognitive Habits/Interests These essays turn to specific mental behaviors and interests, including avoidance of the news, short attention spans, narcissism, and conspiracy obsessions. National Consequences These essays examine broader trends affecting populations and institutions, including rates of entitlement claims, voting habits, and a low-performing higher education system. The State of the American Mind is both an assessment of our current state as well as a warning, foretelling what we may yet become. For anyone interested in the intellectual fate of America, The State of the American Mind offers an accessible and critical look at life in America and how our collective mind is faring.
Times are such that organizations can no longer survive with leaders focused on telling others what to do and the rest of the organization allowing themselves to be taken care of by a leader. Differentiated leadership no longer places its faith in holding together this failed paradigm. Differentiated leaders recognize that they must begin the path of change by addressing their own anxiety and find a way to overcome their fear. Their depth of learning, both about themselves and the challenges surrounding them, must grow. As it does, they will be able to step out in courage and offer both the truth about current conditions and ask the questions which will allow a new vision to emerge. Based on research inside a Fortune 500 company, A Leadership Paradox outlines and provides a model for achieving differentiated (defined) leadership.
Books communicate ideas, yes, but they are more than that. The book you are holding, along with Greg's previous writing "A Journey Shared," 2005, invites you on a journey. It's the life he has lived over the past year or so -- shared. It's the ups and the downs, not compressed into scholarly jargon, but hopefully fresh and real, and like a conversation at the corner cafe. There are some deep things in this book, and some more light-hearted. Subjects ranging from the character of God (love, grace, mercy), to life with small kids, to divorce and blended families, to death, taxes, and a whole section on money. But all of it is an invitation to think along with the author, to travel together on the path trod over the past twelve months. The book does not assume to present all the answers to the questions posed. Certainly not. But Greg has pondered the side things, and invites you to do that with him.
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