What Advisors Can Do To Elevate Their Leadership Game


How Do You Lead?

For this episode, I’d like to have a conversation with you about what type of leader are you? How do you lead your team, clients and most importantly, yourselves.

In my more than 26 years in this industry, I’ve found that the word “leader” is rarely used in the advisor world. What I often hear is the term “manager”. A manager’s main role is they make sure that their people are executing their roles. But oftentimes they do it from a place of fear and ethical bribery. Which is why managers aren’t necessarily leaders.

An effective leader comes from a place of alignment. They understand what their people’s needs are and what drives them so that it aligns with a culture of personal growth, mutual respect and open communication.

Watch this video to learn how an effective leader should show up and what you can do to elevate your leadership game.

Related: The Most Important Investment a Financial Advisor Needs To Make