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...

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...

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...

Practical exercises and hands-on tools to bring to life the timeless advice found in the author’s best-selling book, The Five Dysfunctions of a TeamIn the years following the publication of Patrick Lencioni's best seller, The Five Dysfunctions of a Team, fans have been clamoring for more information on how to implement the ideas outlined in the book.In Overcoming the Five Dysfunctions of a Team, Lencioni offers specific, practical...

Everything you need to implement Objectives and Key Results (OKRs) effectivelyObjectives and Key Results is the first full-fledged reference guide on Objectives and Key Results, a critical thinking framework designed to help organizations create value through focus, alignment, and better communication. Written by two leading OKRs consultants and researchers, this book provides a one-stop resource for organizations looking to quantify qualitative goals and ...

Professional service gurus David Maister and Patrick McKenna have created a practical handbook on how to lead professional colleagues or peers when you lack formal authority. Harvard Business School’s Working Knowledge calls it “a timely, easy to read work leavened with action plans and examples.”Whether you have recently been appointed as a group leader or are a battle-scarred veteran, you know that managing professional people is difficult! In this unique handboo...

For four decades, The Gallup Organization has been gathering information and offering data-driven advice-conducting millions of interviews, compiling thousands of statistics, and building a wealth of facts about what really makes people successful (and happy) in their fields. Now Gallup uses its expertise to offer a unique, interactive StrengthsFinder.com Profile that will identify your top five talents-and help you start getting the most from them in your sales career. Each copy of this b...

Imagine what your life would be like if you could apply the same strategies that successful people used to get ahead.These are the folks who live in the grand houses that you see when you drive down certain streets. They drive nice cars and dine at the best restaurants. They live their lives like absolute superstars.Join business consultant John M. Hawkins, who learned long ago that the secret to success is building a strategic plan to get what you want. He provides a detai...

Reveals the secrets behind the phenomenal success of today's top sales professionalsIn The 10 Immutable Laws of Power Selling, leading sales consultant and trainer James DeSena reveals the secret behind the uncanny success of an elite group of sales professionals who consistently break all records, in every selling environment.DeSena shows how the most exceptional performers in the sales arena are those who act like leaders--they take the lead in m...

Leverage the power of failure in your organizationNobody wants to fail, but failure is a fact of life. Most of us treat it as a regrettable, even shameful, event best overlooked. In truth, failure can be a game-changing strategic resource that can help you and your organization achieve the greater success you crave.The Other "F" Word shows how successful leaders and teams are putting failure to work every day - to re-engage employees, spark innovat...

From the world’s leading thinker on innovation and New York Times bestselling author of The Innovator’s Dilemma, Clayton M. Christensen, comes an unconventional book of inspiration and wisdom, offering a powerful business philosophy for life. Christensen’s The Innovator’s Dilemma, notably the only business book that Apple’s Steve Jobs said "deeply influenced" him, is widely recognized as one of the most significant business books ever published. Now, in the tradition of R...