The Efficient Advisor: Tactical Business Advice for Financial Planners

← The Efficient Advisor: Tactical Business Advice for Financial Planners5 dagen geleden · 1 u 01 min

412: When Your Team Isn't Following Through: Here's What to Say

412: When Your Team Isn't Following Through: Here's What to Say5 dagen geleden1 u 01 min

Being a financial advisor is one thing. Leading a team, managing different personalities, and holding people accountable without feeling like the bad guy? That’s a whole different skill set! In this episode, I’m joined by Julie from XY Communication to tackle some of the most frustrating (and often uncomfortable) parts of leadership. We’re talking about how to have difficult conversations, communicate expectations clearly, and create a team culture where people feel supported while still gett...