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Foundation eBooks

Foundation ebooks are digital white papers that deliver tightly focused research results. The strategies and best practices shared in this ebook will help financial security professionals to identify and implement strategies to:

  • Foster positive perceptions about the profession.

  • Change actions that may unintentionally create negative perceptions about the profession.

Do Well by Doing Good

Do Well by Doing Good: Strategies for Recruiting Underrepresented Candidates into the Financial Security Profession
Finseca’s Do Well by Doing Good booklet is a recruiting staple for many organizations in the financial security profession. The booklet, first published in 2008 and updated in 2023, provides candidates with insights into the rewards and challenges of the financial security profession.
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Do Well by Doing Good: Should I Become an Advisor in the Financial Services Profession?
This ebook examines, the opportunities available within the financial services profession and some of the best-kept secrets of all time.
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Shifting Paradigms

Shifting Paradigms: Attracting Gen Z to the Financial Security Profession
Foundation ebooks are digital white papers that deliver tightly focused research results. This ebook will help financial security professionals implement strategies to attract Gen Z candidates to the profession.
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Shifting Paradigms: Strategies for elevating the financial security profession
This ebook examines, from an industry perspective, factors that may influence public perception and identifies strategies financial security professionals use to elevate the profession in the eyes of their clients and the general public.
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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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