• Leading with Integrity: Balancing Team Management and Client Relationships in Financial Advising

  • Oct 25 2024
  • Length: 8 mins
  • Podcast

Leading with Integrity: Balancing Team Management and Client Relationships in Financial Advising

Listen for free

View show details

  • Summary

  • In this recap episode, Amber shares highlights about effective leadership in your practice with your team and maintaining professionalism in client relationships. Matt and Micah kicked off the week by emphasizing the importance of mastering essential skills to elevate your practice. They stressed the significance of setting clear expectations when bringing on new team members, whether they're junior advisors or support staff, highlighted common pitfalls in leadership, such as failing to establish firm boundaries and non-negotiable standards.

    The conversation then shifted to professionalism in financial advising, with Jamie Shilanski joined by her father, Floyd. They discussed the unique challenge financial advisors face in succinctly describing their profession compared to other professionals like doctors or lawyers. Floyd shares insights on effectively communicating the value of financial planning services, emphasizing the importance of putting clients first and charging according to the value provided.

    Resources in today's episode:

    - Episode Website
    - Learning Opportunity or Time To Go [Episode 279]
    - A Tangent with Floyd Shilanski
    Show More Show Less
Show More Show Less

What listeners say about Leading with Integrity: Balancing Team Management and Client Relationships in Financial Advising

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.