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. Ma...

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 pr...

Thrive in a changing industry by putting your people firstAdvisory 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 pac...

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 manag...

THE RIGHT PHRASE FOR EVERY SITUATION . . . EVERY TIMEThe ability to craft an employee review that is meaningful and change-driven is what separates average supervisors from great managers. How often, though, have you struggled to find the most appropriate words for your needs?This completely revised and updated second edition of Perfect Phrases for Performance Reviews provides hundreds of ready-made phrases you can use to clearly communicate any employee's perfor...

What’s your entrepreneurial profile?Do you have what it takes to build a great business?In this book, three prominent business leaders and entrepreneurs-now venture capitalists and CEO advisers-share the qualities that surface again and again in those who successfully achieve their goals. The common traits? Heart, smarts, guts, and luck.After interviewing and researching hundreds of business-builders across the globe, the authors found that every on...

Powerful phrases for effective communication in every management situationThe latest addition to the bestselling Perfect Phrases series, Perfect Phrases for Managers and Supervisors is an indispensable tool for novice to mid-level managers and frontline supervisors. Corporate communications guru Meryl Runion coaches readers in the six fundamentals of effective delivery, including "Be Short, Specific, Targeted," and "Say What You Mean, Mean What You Say, an...

The USA Today bestseller by the star sales speaker and author of The Sales Blog that reveals how all salespeople can attain huge sales success through strategies backed by extensive research and experience.Anthony Iannarino never set out to become a salesman, let alone a sales manager, speaker, coach, or writer of the most prominent blog about the art and science of great selling. He fell into his profession by accident, as a day job while pursuing rock-an...

This book is designed for sales managers who struggle within a corporate environment that doesn’t always support them or their development needs. Whether you are a sales executive, senior sales leader or a new, experienced or aspiring sales manager I’m confident you will find this book to be a valuable guide to consult whenever you are experiencing problems. Front line sales managers are facing unprecedented change. Managers are dealing with increased demands to do more with less and are s...

Knowing how to work effectively in and through groups may be the single most important skill anyone can develop in today's collaborative, team-based workplace. Unfortunately, all of the resources available on teamwork put the emphasis on group process and ignore the role of-and benefits to-the individual. But effective teamwork isn't only a group skill set; it's an individual skill set as well. Teamwork Is an Individual Skill shows readers how to develop the skills to thrive on any team, u...

The Right Phrase for Every Situation . . . Every TimeCommunication is the single most important skill for excelling as a manager. What you say and how you say it sets the tone for your department and your entire organization.Perfect Phrases for Managers and Supervisors, second edition, has been completely revised to help you communicate in today’s workplace, where collaboration, cooperation, and personalization are critical to building an efficient...

Master the art of time management and getting the right work done.Does it seem like you never have enough time to get everything done? Keeping on top of your tasks, deadlines, and work schedule can be daunting. Managing Time quickly walks you through the basics. You’ll learn to:Assess how you spend your time nowPrioritize your tasksPlan the right time to work on each oneAvoid procrastina...