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HBS Working Knowledge February 27, 2006 Martha Lagace	Corporate Values and Employee Cynicism Positive values are a fixture on corporate mission statements these days. But when leaders fail to live up to the values they've articulated, it's a recipe for employee cynicism.
Financial Planning July 1, 2006 John J. Bowen	Digging Deep One of the most important conversations you can have with your financial advisory clients is about their values. Once you are proficient at helping clients determine what their deepest values are, you'll have a solid basis for building trust and lasting client relationships.
National Defense December 2014 J. Phillip "Jack" London	Our Best Defense -- A Culture of Character One good example of ingrained culture is the Marine Corps. Its mottos of MVP -- mission, values, pride and semper fidelis communicate the Marines' culture of mutual trust, collective pride and self-discipline.
Financial Planning August 1, 2012 John J. Bowen, Jr.	Go, Team, Go! How to break through the barriers that exist that prevent financial advisors from breaking through to a higher level of success.
Fast Company August 2005 Martin Kihn	Invaluable You know those corporate values statements? Turns out they correlate to a company's performance. Here are some statistics: Team players are losers... Opposites attract... More is more... etc.
Financial Planning January 1, 2010 Christopher I. Franklin	New Integrity Advisors must restore integrity and values to the financial services business.
Investment Advisor March 1, 2011 Olivia Mellan	Speaking Truth to Power: How Followers Really Lead Sometimes a follower is a leader in disguise. I interviewed Ira Chaleff about aspects of his groundbreaking book, The Courageous Follower: Standing Up to and for Our Leaders, that can benefit financial advisors and their organizations.
Financial Advisor March 2012 Roy Diliberto	Intangibles And Values What is it about what advisors do that attracts and retains clients?
National Defense September 2015 Charles L. Szews	Trust Plays Big Role in Corporate Culture In the defense industry, doing the right thing protects American lives and has national security implications.
Job Journal July 3, 2005 Michael Kinsman	Career Pros: Leading by Example Executives help establish the standards that drive the behavior of other workers. When executives embrace corporate values and live up to them, they provide standards for everyone to follow.
HBS Working Knowledge August 24, 2009 Rosabeth Moss Kanter	SuperCorp: Values as Guidance System In her new book SuperCorp, the author details how vanguard companies such as IBM, Cemex, and Omron are rewriting the nature of the business enterprise and how firms will gain sustainable prosperity in the 21st century.
Financial Advisor August 2007 Roy Diliberto	The Purpose Of Money Financial life planners help clients find a purpose for their money. And that is significantly different than asking clients what their goals are.
Investment Advisor January 2007 Susan L. Hirshman	Making a Statement While any advisor can help determine basic financial goals, the mission statement offers a creative and innovative way for affluent families to not only manage their wealth but also create a structure of stewardship for that wealth for their future generations.
Financial Planning October 1, 2011 John J. Bowen, Jr.	Listen Deep At the heart of successful client relationships is your ability to understand clients on a meaningful level.
HBS Working Knowledge December 22, 2008 James L. Heskett et al.	10 Reasons to Design a Better Corporate Culture Organizations with clearly codified cultures often become better places to work.
CRM July 12, 2013 Carolyn Crews	Create an Exceptional Customer Service Culture Invest in your team to build a talented employee base.
The Motley Fool June 6, 2011 Jason Moser	How Great Leaders Beat Bad Bosses The first part of a series of interviews with Rajeev Peshawaria, author of Too Many Bosses, Too Few Leaders.
Job Journal May 2, 2010 Peggy Klaus	Ethical Behavior in the Workplace Was the economic meltdown caused by illegal activities or immoral practices? Do we apply a different standard of ethics in the workplace than we expect from each other in our private lives?
National Defense May 2015 Marillyn A. Hewson	Trust Builds Value in Business Ethics Programs It helps to have a strong ethical culture. When these principles are embedded into your business environment, it's easier to quickly and transparently handle any issues that arise -- from providing guidance on difficult questions to mediating disputes.
HBS Working Knowledge March 12, 2014	Managing the Family Business: Firing the CEO Firing a CEO is never easy -- but the task gets even more difficult in a family business. John A. Davis discusses when to change out the chief executive.
Financial Advisor March 2010 Bill Bachrach	The Right Fit Here are some time-tested rules for finding clients who will have the best possible experience with you.
The Motley Fool January 21, 2009	Corporate Values Aren't Optional In an interview with Motley Fool founder Tim Gardner, Medtronic ex-CEO Bill George shows why leaders have to tell it like it is.
The Motley Fool June 21, 2007 Wenning & Fulton	How Real Are Your Company's Values? The best way for a company to let us know that it's upholding the values it set forth -- the values in which we invested -- is to open its doors and let outsiders confirm it for themselves.
Investment Advisor December 2007 Mark Tibergien	Fixing the Broken Windows As practices get larger, owners risk losing touch with their staffs and the culture they are trying to create. Here are the benefits of addressing behavior problems quickly and clearly.
National Defense February 2015 Jessica Bejarano	Creating Effective Compliance Programs Enforcement of government contract regulations has become increasingly vigilant.
Investment Advisor October 2006 Joni Youngwirth	Culture Management Historically, small business owners like investment advisors and financial planners may have ignored a concept like "corporate culture," thinking it applied only to Fortune 500 companies. But attention to culture isn't just for big companies.
CRM June 2010	Employing a Community How Zappos.com became a billion-dollar company - by delivering happiness, an exclusive excerpt from the new book by Zappos.com Chief Executive Officer Tony Hsieh.
Financial Advisor January 2011 Michael Kay	My 'Aha' Moments These epiphanies were part of my journey to becoming a life planner.
CFO October 1, 2002 Jeffrey L. Seglin	Ethics: Good for Goodness' Sake What we mean when we talk about ethics.
AFP eWire April 7, 2014 Pena & Eustace	Ethics Is Not A Game Of Jeopardy At the recent AFP International Conference in San Antonio, we turned ethical issues into a fun, and noisy game of Jeopardy and we had a full house.
CRM April 3, 2015 Angie Morgan	The Price of Bad Customer Service Six questions that could save your company customers and revenue.
Financial Advisor January 2009 Bill Bachrach	Mapping A Success Path Creating a framework to build your business.
HBS Working Knowledge December 3, 2014 James Heskett	Can the Brilliant Jerk Be Managed Effectively? We are all familiar with brilliant jerks, the extremely productive employees who make life miserable for coworkers. Is it worth the effort to keep them?
PC Magazine December 21, 2005 Ben Z. Gottesman	Wrong Numbers Error regarding the Top 10 AutoShow command in Windows.
On Wall Street June 1, 2012 Denise Federer	The Legacy Advisor The ultimate goal of a being a legacy advisor is to guide your clients to identify the emotional concerns that transcend the financial facts and could potentially impede family relationships.
Financial Advisor May 2005 C. Michael Carty	Do Investors Make Rational Or Emotional Decisions? Behavioral finance looks to predict investor action.
National Defense November 2011 Chris Raymond	Ethical Leadership in a Global Marketplace Business has always been a contact sport. However, winning at any cost isn't winning at all. What's more, cutting ethical corners simply isn't necessary for the global defense industry.
U.S. Banker February 2011 Tom Cunningham	Get Ready for a Drop in Property Tax Receipts State and local governments are suffering substantial declines in tax revenue and one popular explanation is that the crash in the real estate market is to blame. As it turns out, that s not the case -- at least not yet.
Investment Advisor December 2009 Olivia Mellan	The Psychology of Advice: A Time Forgiving More than just a time for giving, the holidays can be a time for forgiving. Here are some ways you might apply this philosophy to situations that crop up in your practice around this time of year.
Job Journal March 9, 2008 Michael Kinsman	Career Pros: Several Reasons to Move on Five telltale signs that it's time to blow the whistle on your current job.
Financial Planning February 1, 2008 Elizabeth O'Brien	Bookshelf Judith Stern Peck's new book, Money and Meaning, explores why it remains difficult for advisors and clients to discuss values regarding money, spending and saving, and offers some advice.