The Trusted Advisor Fieldbook. A Comprehensive Toolkit for Leading with Trust

This is a book about gaining influence and becoming a key trusted advisor. It is for everyone who advises leaders and senior managers (accounting, finance, human resources, IT, law, marketing, public relations, security, and strategic planning) and for outside consultants in these functional staff areas. It’s also for operations people yearning to finally be heard and heeded by their boss.

Expert advice on building an unshakable foundation as a financial advisor to the elite The revised and updated edition of the definitive guide to growing and maintaining a financial advice firm, The New Advisor for Life explores the fallout of the market crash on up-and-coming advisors. With a particular focus on the generation X and Y concern with debt management and long-term investment, this new edition examines what young investors look for in an advisor. Today, more than ever, insight, analysis, and validation are valued, but to be truly successful, an advisor needs to walk the line between being well-informed but not appearing condescending. What today's investors want in a financial advisor is someone who can cut through the noise and clutter of the financial services industry and the mainstream media Covers the basics, from setting a client's investment goals, selecting complementary investments, and monitoring portfolio balance, to the advanced—developing a personal finance plan for your clients based on their specific needs Steve Gresham presents a 19-point checklist for financial advisors to offer their clients «life advice» Keeping clients engaged is more important than ever, and The New Advisor for Life gives the aspiring financial advisor the secrets to success normally reserved for the country's top firms.

The Poetry Toolkit: For Readers and Writers provides students with the essential intellectual and practical tools necessary to read, understand, and write poetry. Explains the most important elements of poetry in clear language and an easily accessible manner Offers readers both the expertise of an established scholar and the insights of a practicing poet Draws on examples from more than 1,500 years of English literature

A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor.

"The Age Wave of retiring baby boomers is creating a seismic bonanza for financial advisors–if they can provide the kinds of creative and flexible strategies their clients will be wanting and needing. Steve Gresham provides the solid, imaginative, yet practical guidance needed to build winning strategies to meet the needs of a new generation of investors. I have long respected his work and heartily recommend this book." –Ken Dychtwald, PhD, founder and CEO, Age Wave, and author of Age Wave, Age Power,The Power Years, and Workforce Crisis «Steve Gresham showed us in The Managed Account Handbook that the basics to asuccessful advisor do not differ from one country to another. In this book, he is expanding his horizon with his extensive experiences to further help you to develop the skills for building a devoted client base. This is the must-read book for all who want to succeed in the financial advisory industry.» –Toshiya ShimizuPresident and CEO, Nikko Cordial Advisors Ltd. «For thirty years, advisors have been using wealth accumulation as their main sales weapon. With the boomers entering retirement, all that's out the window. Now the imperatives are income distribution, planning–making sure the investor does not run out of money. In Steve's newest book, he does an excellent job of walking advisors through this change and showing them how to alter their practices to not only survive but thrive. This is a must-read for any advisor who still wants to be in the business in ten years.» –Len Reinhartfounder and President, Lockwood Advisors? «For over thirty years, I have sought advice from industry experts who can help me grow and optimize my practice. Steve Gresham's advice is always of interest to me–he is always right there on the cutting edge.» –John Rafal, President, Essex Financial ServicesRegistered Rep.'s Top 50 Financial Advisor for 2006 and Barron's Top 100 Financial Advisor «A good coach can help even the best players reach their potential. As a financial advisor, you coach successful families to tackle life's challenges and achieve their goals. Steve Gresham can help–he has the tactics to help you build a winning team.» –Mike KrzyzewskiHead Coach, Duke University Basketball and the 2006 U.S. National Team

A new edition of the bestselling guide to the study of philosophy: the ideal intellectual ‘toolkit’ for sharpening analytical skills and building philosophical acuity Whether used as a guide to basic principles or a resource for key concepts and methods,  The Philosopher's Toolkit  equips readers with all the intellectual ‘tools’ necessary for engaging closely with philosophical argument and developing fluency in the methods and language of philosophical inquiry. Featuring accessible explanations, practical examples, and expert guidance, this text empowers readers to understand traditional philosophical thinking and to engage with new ideas. Focuses on the practical methods and concepts necessary for philosophical inquiry Presents a versatile resource for both novice and advanced students in areas of philosophy, critical theory, and rhetoric Adopts a pluralistic approach to teaching philosophy, making this a suitable resource for many courses Delivers extensive cross-referenced entries, recommended readings, and updated online resources Covers an array of topics, from basic tools of argumentation to sophisticated philosophical principles Fully revised and updated to include new topics and entries as well as expanded recommended reading lists to encourage further study

When the bestselling books Shaping School Culture and The Shaping School Culture Fieldbook were first published, Kent D. Peterson and Terrence E. Deal described the critical elements of school culture—the purposes, traditions, norms, and values that guide and glue the community together. The authors showed how a positive culture makes school reform work and the companion Fieldbook included the tools needed to bring out the best in students, teachers, and the surrounding community In today's complex educational environment, new challenges have surfaced for school leaders who must grapple with issues of standards-based testing, school accountability, and student achievement. The second edition of The Shaping School Culture Fieldbook offers a companion to the newly revised edition of Shaping School Culture and includes an expanded version of Peterson and Deal's time-tested model to address the latest thinking on school culture and change. The Fieldbook offers a wealth of new ideas and approaches and includes new material on «toxic» environments with specific action plans. In addition, the book contains powerful new case examples for revitalizing school culture. The Shaping School Culture Fieldbook draws on the authors' extensive research and nationwide school contacts and includes hands-on strategies and exercises for helping school leaders: Uncover a school's hidden values, beliefs, and assumptions Think through and develop a school's mission and purpose Work out appropriate stories, metaphors, and symbols to represent a school Devise rituals and ceremonies for enriching the school experience Rethink leadership practices in light of educational and cultural needs Identify, transform, and heal a «toxic» educational culture This important resource will help school leaders understand, assess, and transform school culture for organizational success.

The Shaping School Culture Fieldbook provides a variety of sources of information, inspiration, and suggestions and includes more than forty field-tested exercises. Each chapter begins with a discussion of the features of culture and the symbolic roles of leaders and is followed by a set of examples that clearly illustrate the ideas. The book is filled with activities. Many are specifically designed as group activities with suggestions for how to organize the session, while others are meant to stimulate reflection and are often posed as questions. Most of the activities are designed be to used in a group setting and the questions provided in the chapters can become topics for dialogue or group brainstorming. This wonderful resource will help school leaders learn how to understand, assess, and transform their school culture for ongoing success.

A topical and provocative volume that invites consideration of the most fundamental issues concerning future educational provision: what is the purpose of our schools, and what should we do in them? Cutting-edge research by contributors who are leading figures internationally in philosophy and education, for whom these issues have been particular points of concern Includes a substantial keynote essay by leading philosopher of education, Richard Pring, which is the springboard for the complementary essays that follow Engages with questions Pring raises under five themes: defending and questioning the comprehensive ideal; common schools in multicultural societies; common schools and religion; school choice and the comprehensive ideal; and common schools and inclusion Dedicated to the memory of Terence H. McLaughlin, whose tireless pursuit of the philosophical questions and challenges raised by the common school and the comprehensive ideal is emulated in these pages

Learn to lead others through adversity with the power of human connection.  In  Leading with Empathy: Understanding the Needs of Today’s Workforce , acclaimed strategist and business leader Dr. Gautham Pallapa presents an insightful roadmap to leading people through adversity and empowering humans in the workplace, the home, and society.  Through this book, the distinguished author examines the impact of recent world-shaking events and how they have impacted us as a species and as individuals. He explores how empathy can help alleviate some of the more harmful effects of hardship and offers key actions that empathic leaders can take to inspire their followers. Finally, the book describes how to transform the way we work by rethinking and reimagining existing processes and innovatively introducing strategic disruption.  Leading with Empathy  also includes:  Stories, anecdotes, and personal musings that grant visibility and validation to the suffering of others Exercises and strategies to reduce stress, anxiety, and improve happiness and positivity Actions that enable leaders to empower people through empathy, collaboration, and communication. An essential read for executives, managers, and business leaders of all types,  Leading with Empathy  will also earn a place on the bookshelves of military, athletic, and educational leaders who seek to inspire their followers and empower humanity in the face of adversity.