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The Growth Mindset

Leadership Makes a Difference in Wealth Management 

By Rick Capozzi

Due to be published December 2017 by Wiley
£23.99/ US$29.95/ EUR27.30

Hardcover and e-book

ISBN: 9781119421979

Wednesday, December 6, 2017 11:37 am EST

The course of human history has repeatedly shown that success hinges on leadership. But even the best and brightest talent cannot rise to the heights of their potential in an unsupportive environment lacking the tools and culture they need to thrive.

In his new book, The Growth Mindset: Leadership Makes a Difference in Wealth Management, author Rick Capozzi begins by outlining the critical characteristics and practices of exceptional leadership in wealth management and provides a roadmap to the future for financial professionals.

As the FinTech revolution changes the industry’s landscape, Capozzi explains how true leadership happens by merging proven techniques that have stood the test of time with fresh perspective that adds new strength amidst this disruption.

First and foremost is culture. The right culture attracts the right talent, and giving advisors a personal stake in the future of the firm empowers them to deliver world-class service that creates sustainable growth.

Capozzi’s book details an actionable framework for a new era of leadership in the industry. Readers will learn how to:

  • Become a more effective leader with a more compelling vision that inspires people to action
  • Put the right people in the right places, and build collaborative relationships that last
  • Deliver an exceptional client experience to emphasise value over price
  • Become the solution by building credibility, taking responsibility, and having the courage to lead change

With a focus on being client centric and solution driven, this book offers new perspective and expert insight for wealth management professionals looking to distinguish themselves from the competition.


The Growth Mindset will be published in December 2017 and will be available wherever books and ebooks are sold.

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About the author

RICK CAPOZZI is the president of Capozzi Advisory Group, LLC, a global consulting and training firm that specializes in growth strategies for wealth management businesses. His 34-year track record of success in senior leadership roles includes positions with some of the world's top firms. At Morgan Stanley, Rick managed the revenue and asset growth of 8,000 advisors as national sales manager. As a regional president at Wells Fargo, he was responsible for over $30 billion in assets under management, and at Morgan Stanley he oversaw $35 billion as the regional director. In both cases, he turned these regions from virtually last in the country to first by applying sound principles, proven strategies, and smart tactics. As Merrill Lynch's global head of business development, Rick helped the firm achieve record results. Rick has delivered over 1,200 inspirational keynotes throughout North America, Europe, the Middle East, and Asia.

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