Foundation eBooks

Leading Change Series

Leading Change: Leading Yourself

Before you can harness the innovation and tame the disruption that change creates, you first need to become a champion of change on a personal level.  This eBook identifies how field leaders can learn to better navigate the constant change in the financial services industry.

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Leading Change: Leading Others

As a leader, you are the key to the successful implementation of change initiatives.  You are responsible for anticipating, navigating, embracing, communicating, leading and measuring the effects of change.  In this eBook, we identify steps to help you lead and navigate your team through constant change.

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Leading Change: Through the Advisor’s Eyes

Advisors are facing unprecedented times. Changing technology, government regulations, and consumer expectations are just some of the challenges they manage every day. It may sound overwhelming, but many are not just surviving in these complex times—they are thriving.

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Retention Series

Focusing New Advisors on Revenue-Producing Activities

If you feel as if your agency has a revolving door — with new agents entering while others are leaving — you aren’t alone. Explore a five-step strategy for getting and keeping new advisors on track to build a strong practice.

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Creating a Culture of Passion and Purpose

This eBook identifies how field leaders create a culture of passion and purpose in their agencies and firms, how they communicate that culture to candidates and how they help new advisors discover their own passion for this profession.

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Succession Planning as a Retention Tool

Succession planning may seem an unlikely topic for an eBook on retention – but time and time again, leaders emphasized succession planning as a key part of their retention strategy.  This eBook provides six steps to help guide your business through the succession planning process.

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Recruiting Series

Recruiting Through Community Involvement

Recruiting is a 24/7 endeavor, and community involvement can only enhance that initiative. This book presents ideas, tips, and advice from field and corporate leaders who are successfully integrating social and community involvement into their recruiting programs. It delves into various ways to connect with your community and builds upon strategies for success.

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Recruiting Through Social Media

The use of social media during the recruiting process has become critical and LinkedIn has become today’s preferred recruiting platform. This book presents ideas, tips, and advice from leaders who are successfully integrating social media into their recruiting programs including platforms, who manages the process, and what types of content is being shared.

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Recruiting Women to the Advisor Career

Women represent a major source of purchasing power yet the percentage of women advisors hovers around 30 percent — and has barely moved since 2005. In many firms, women represent fewer than 25 percent of total advisors. Explore ideas, tips, and advice from leaders who are successfully attracting and retaining women into their firms and organizations.

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