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.
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.
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.
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.
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.
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.
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.
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.
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.