NEW YORK–(BUSINESS WIRE)–The wealth management industry is facing its greatest challenge to date, and whether a business fails, survives, or thrives depends on its leadership. Rick Capozzi’s newest book, The Growth Mindset (Wiley, October 2017, ISBN: 978-1-119-42197-9, $29.95 available on Amazon), provides a roadmap to the future for financial professionals, including entrepreneurs and financial advisors.
“Rick Capozzi has captured the best ideas on helping others achieve sustainable growth personally and professionally. Rick brings three decades of insight that will serve as a guide for the professional or the investor seeking to achieve financial freedom.”
While the financial technology revolution is changing the wealth management industry, there is one thing that technology cannot offer — the human component of wealth management services. Regardless of your business or industry, The Growth Mindset lays out the timeless principles to achieve greater success both personally and professionally.
“For his many years as a successful financial advisor, manager and now an advisor to thousands of professionals, Rick Capozzi has evolved to become an ‘oasis of knowledge,’” says Joe Grano, former Chairman and CEO of UBS. “I highly recommend his book for any successful wealth manager in order to stay ahead of what’s inevitably coming.”
In this book, Rick Capozzi nails down on how to succeed: starting with the right team, having a clear vision, confidence, delivering what your clients value, being prepared, listening, collaborating, leading from the front, taking care of yourself mentally and physically, and ultimately, having the ability to persevere. He masterfully makes these complex learnings simple and will inspire you to stretch your capabilities.
“Rick Capozzi has captured the best ideas on helping others achieve sustainable growth personally and professionally. Rick brings three decades of insight that will serve as a guide for the professional or the investor seeking to achieve financial freedom,” says Mark Casady, former CEO of LPL Financial.
The Growth Mindset provides a practical blueprint to deliver integrated wealth management solutions, starting with the right leadership skills in part one, growing the business in part two and finally HNW insights in part three.
About the Author
Rick Capozzi is an international recognized leader and speaker in financial services. He is formerly a National Sales Manager at Morgan Stanley and Global Head of Business Development at Merrill Lynch. For over three decades Rick has achieved success as an advisor, manager, and regional director with the world’s top organizations. He has distinguished himself by taking multiple divisions from last to first in the country and has helped tens of thousands of financial professionals become more successful in growing their business.
Wiley is a global company helping people and organizations develop the skills and knowledge they need to succeed. Our online scientific, technical, medical, and scholarly journals, combined with our digital learning, assessment and certification solutions help universities, learned societies, businesses, governments and individuals increase the academic and professional impact of their work. For more than 200 years, we have delivered consistent performance to our stakeholders. The company’s website can be accessed atwww.wiley.com.
Jean-Karl Martin (US), 1-201-748-6214
This is a repost of a wire from Business Wire.