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Jim Gold: Building a $40B RIA With Leadership That’s Firm—Yet Fun

Barron's Advisor

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Characteristics of Effective Leadership: Balancing Firmness and Fun

This chapter explores key traits of effective leadership, focusing on the detrimental effects of arrogance and the necessity of openness to feedback. It also outlines the author's leadership philosophy of being 'fun, fair, but firm' while drawing parallels between leadership in wealth management and nurturing client relationships.

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