Additional Praise for
Advisory Leadership
“In the 20 years that I have known Greg, I have rarely met a more consummate professional; he is a true credit to his profession. The wisdom he shares in his book is not to be missed.”
– Thomas D. Giachetti, Esq., Chairman, Securities Practice Group, Stark & Stark
“If culture is ‘what happens when no one is watching,’ Greg Friedman's book gives the owners and leaders of advisory businesses a detailed and very practical guide to making sure that the right things happen in their firms. The value of the book comes from not just its thorough treatment of the subject but also the practicality of the advice – Greg continues to lead one of the premier firms in the industry and he has the ‘battle scars’ to prove it.”
– Philip Palaveev, CEO, The Ensemble Practice, LLC, and industry consultant
“Advisory Leadership provides great advice with real-life action steps for any business. It is an excellent book for business leaders.”
– Dan Skiles, President, Shareholders Service Group
“Greg is a successful entrepreneur who has been sharing his experiences and offering advice to the advisory industry for many years. As a colleague and friend, I am excited that Greg has formalized his teachings in this amazing book. His straightforward advice is easy to absorb, and each chapter is full of practical strategies and tactics that can be implemented simply and will have an immediate impact on your business.”
– Kelli Cruz, Founder, Cruz Consulting Group
Cover image: © iStock.com/Rapid Eye
Cover design: Wiley
Copyright © 2015 by Gregory H. Friedman, MS, CFP>®. All rights reserved.
Published by John Wiley & Sons, Inc., Hoboken, New Jersey.
Published simultaneously in Canada.
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ISBN 978-1-119-13608-8 (Hardcover)
ISBN 978-1-119-13610-1 (ePDF)
ISBN 978-1-119-13609-5 (ePub)
Greg Friedman is one big walking heart. Don’t let that fool you; he successfully leads with it. So many of us in business mistake leadership for power and forcefulness. The very nature of the word conjures up a powerful figure: standing, arms forward, commanding the pack. Greg reminds us it’s possible to lead while standing beside, or even behind, those who look to you for authority and guidance.
One of the great things about aging is that you genuinely can’t remember when you became friends with people, but it often seems like you have known them forever. I don’t know the year that I met Greg, but I vividly remember the circumstances around it. My partner and I had just spent a small fortune paying a programmer to create client relationship management software that we could use to track client-related work and to keep a diary of our relationship with our clients. There was nothing like this on the market and we sorely needed it. Heck, the whole industry needed it. But our results were a disaster.
