The Tyler Dickerhoof Show EP184 - The Art of Financial Advising for the Modern Era with Kylie Felker
In this episode of The Impact Driven Leader, Tyler Dickerhoof sits down with Kylie Felker, President of Foster Victor Wealth Advisors, to explore the power of relationships in building a successful wealth management firm.
Kylie shares her journey from accounting graduate to leading a multi-billion dollar advisory firm, emphasizing the importance of face-to-face interactions and fostering client relationships.
They discuss generational shifts in finance, navigating client needs, and the future of wealth management in a changing economic landscape. Kylie also offers valuable insights on legacy planning and hiring the right team to build long-term success.
Whether you're in finance or any business built on relationships, this episode is packed with actionable advice on leadership, team building, and client service.
Connect With Kylie:
- https://www.instagram.com/kfek5
- https://fostervictor.com/the-firm/team/
- https://www.linkedin.com/in/kyliekotowskifelker
Impact Driven Leader
Impact Driven Leader Podcast
Subscribe to the newsletter:
Tyler is on:
- https://www.tylerdickerhoof.com/
- https://www.facebook.com/tyler.dickerhoof.3
- https://www.instagram.com/tyler_dickerhoof/
- https://www.linkedin.com/in/tyler-dickerhoof-1960351b
Timestamps:
- 00:00 Introduction
- 02:01 Transitioning Into Finance
- 04:00 Relationships In The Workplace
- 08:12 Attracting Older Generations In Business
- 11:03 Way Forward In Change
- 17:39 Navigating Client's Needs
- 21:19 Finding The Right Employees
- 25:40 Dealing With Misogyny In The Industry
- 31:12 Vulnerability & Better Leadership
- 36:12 My Core Values & Implementating Them
- 47:12 Hiring At Foster Victor
- 48:19 Challenges I Face
Learn more about your ad choices. Visit megaphone.fm/adchoices