Comprehensive Advisor Training and Development
Comprehensive Advisor Training and Development

Author: Karen L. Archambault

Publisher: Taylor & Francis

Published: 2023-07-03

Total Pages: 289

ISBN-13: 1000976955

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Co-published with NACADAAdvisors are focused on the success of their students. They do the work of advising not for money or fame, but because their meaningful work ensures that students reach their goals. In order to do so, those who serve students must have the knowledge, skills, abilities, and encouragement to do their work. This edited collection provides a practical framework for advisor training and professional development, underpinned by the theoretical rationale for those frameworks. This text is not focused on the “what” of advisor training but is instead intentionally focused on the “how” and the “why,” encouraging those responsible for development and implementation to have a clear means by which to support advisor success. Readers of this text will identify the centrality of the NACADA Core Values and Core Competencies to effective training and development but will also gain a practical suite of tools to be used in various higher educational contexts. Including, but not limited to initial program creation, the authors consider complex concerns such as funding, technology, intercultural competence, and self-care--among others--as components of a comprehensive program to support advising professionals.

The Earned Life
The Earned Life

Author: Marshall Goldsmith

Publisher: Currency

Published: 2022-05-03

Total Pages: 305

ISBN-13: 0593237277

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NEW YORK TIMES BESTSELLER • Discover the steps to earning your path to fulfillment and living without regrets—from the world-renowned executive coach and New York Times bestselling author of Triggers and What Got You Here Won't Get You There ONE OF SUMMER’S BEST BUSINESS BOOKS: Inc., Society for Human Resource Management • “My life changed for the better when I started working with Marshall Goldsmith. The Earned Life is a wonderful book.”—Dr. Jim Yong Kim, served as president of the World Bank “We are living an earned life when the choices, risks, and effort we make in each moment align with an overarching purpose in our lives, regardless of the eventual outcome.” That’s the definition of an earned life. But for many of us, that pesky final phrase is a stumbling block: “regardless of the eventual outcome.” Not being attached to the outcome goes against everything we’re taught about achievement and fulfillment in modern society. But now, in his most personal and powerful work to date, world-renowned leadership coach Marshall Goldsmith offers a dazzling but simple approach that accommodates both our persistent need for achievement and the inescapable “stuff happens” unfairness of life. Taking inspiration from Buddhism, Goldsmith reveals that the key to living the earned life, unbound by regret, requires committing to a habit of earning and, crucially, connecting that habit to something greater than the isolated achievements of careerism. By grounding our achievements in a higher aspiration, he shows, we can avoid the easy temptation to wallow in regret. Goldsmith implores readers to avoid the Great Western Disease of “I’ll be happy when. . . .” He offers practical advice and exercises aimed at helping us shed the obstacles, especially the failures of imagination, that prevent us from creating our own fulfilling lives. With this book as their guide, readers can close the gap between what they plan to achieve and what they actually get done—and avoid the trap of existential regret, the kind that reroutes destinies and persecutes our memories. Packed with illuminating stories from Goldsmith’s legendary career as a coach to some of the world’s highest-achieving leaders as well as reflections on his own experiences, The Earned Life is a road map for ambitious people seeking a higher purpose. “Marshall Goldsmith is a wonderful coach, educator, and author.”—Albert Bourla, CEO, Pfizer

The Market for Retirement Financial Advice
The Market for Retirement Financial Advice

Author: Olivia S. Mitchell

Publisher: OUP Oxford

Published: 2013-10-31

Total Pages: 362

ISBN-13: 0191506729

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The market for retirement financial advice has never been more important and yet more in flux. The long-term shift away from traditional defined benefit pensions toward defined contribution personal accounts requires all of us to be more sophisticated today than ever before. However, the landscape for financial advice is changing all over the world, with new rules and regulations transforming the financial advice profession. This volume explores the market for retirement financial advice, to explain what financial advisors do and how to measure performance and impact. Who are these professionals and what standards must they abide by? How do they make money and what are their incentives? How can one protect clients from bad advice, and what is good advice? Does advice alone effect changes in personal habits? Answering these questions, along with new technology that will decrease the delivery costs of advice, will play a transformative role in helping more households receive the quality financial advice that they need. Accordingly, this volume illuminates the market and regulatory challenges so as to enhance consumer, plan sponsor, and regulator decisions.

The New Financial Advisor
The New Financial Advisor

Author: G. Scott Budge

Publisher: John Wiley & Sons

Published: 2008-12-03

Total Pages: 262

ISBN-13: 0470435283

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Praise for The New Financial Advisor "For those of us who are working day to day on the frontier of wealth management, Scott Budge has done a remarkable job of mapping out this new territory--helping families achieve life outcomes. Budge's book is a valuable primer for advisors who are ready to embrace the psychological aspects of their role with families as a complement to their financial expertise." --Dirk Junge, Chairman and CEO, Pitcairn "At the time when the qualitative issues of human development are becoming the dominant questions for families, Scott Budge's defining of the New Financial Advisor brings to life the kind of advisor who will be most helpful to families in the years to come." --James (Jay) E. Hughes, author of Family Wealth: Keeping It in the Family and Family: The Compact Among Generations "The modern financial advisory landscape is more complex than most advisors realize. Successful advisors will gain a map and a compass if they take advantage of Scott Budge's many insights and words of wisdom. The New Financial Advisor keeps the focus on outcomes, and advisors will discover investment solutions uniquely suited for families." --Charlotte B. Beyer,founder and CEO, Institute for Private Investors "Scott Budge has written a wise, warm, and informative guide to navigating the human side of wealth management. The New Financial Advisor should be on the short list of required reading for anyone who aspires to the role of 'Most Trusted Advisor.' I know I'll be consulting it often." --Elizabeth P. Anderson, CFA, Beekman Wealth Advisory, LLC "Scott has rightly perceived that today's financial advisors can play a different role--helping their clients navigate their family relationships around wealth. The New Financial Advisor's theory and practices provides examples to achieve this goal." --Charles W. Collier, Senior Philanthropy Advisor, Harvard University, and author of Wealth in Families

The Secrets of Facilitation
The Secrets of Facilitation

Author: Michael Wilkinson

Publisher: John Wiley & Sons

Published: 2012-06-19

Total Pages: 242

ISBN-13: 1118429524

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The Secrets of Facilitation delivers a clear vision of facilitation excellence and reveals the specific techniques effective facilitators use to produce consistent, repeatable results with groups. Author Michael Wilkinson has trained thousands of managers, mediators, analysts, and consultants around the world to apply the power of SMART (Structured Meeting And Relating Techniques) facilitation to achieve amazing results with teams and task forces. He shows how anyone can use these proven group techniques in conflict resolution, consulting, managing, presenting, teaching, planning, selling, and other professional as well as personal situations.

The Skilled Facilitator
The Skilled Facilitator

Author: Roger M. Schwarz

Publisher: John Wiley & Sons

Published: 2002-10-08

Total Pages: 431

ISBN-13: 0787964220

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When it was published in 1994, Roger Schwarz's The SkilledFacilitator earned widespread critical acclaim and became alandmark in the field. The book is a classic work for consultants,facilitators, managers, leaders, trainers, and coaches--anyonewhose role is to facilitate and guide groups toward realizing theircreative and problem-solving potential. This thoroughly revisededition provides the essential materials for anyone that workswithin the field of facilitation and includes simple but effectiveground rules for group interaction. Filled with illustrativeexamples, the book contains proven techniques for starting meetingson the right foot and ending them positively and decisively. Thisimportant resource also offers practical methods for handlingemotions when they arise in a group and offers a diagnosticapproach for identifying and solving problems that can underminethe group process.