The Efficient Advisor: Tactical Business Advice for Financial Planners 318: How to Build a Culture Your Team Won’t Ever Want to Leave
Oct 28, 2025
Dr. Angela Jackson, an organizational psychologist and executive coach, shares her expertise on fostering a workplace culture that employees love. She discusses the critical role of emotional intelligence in leadership and offers tactics for creating an ownership mindset among team members. Angela highlights the importance of intentional culture design and effective onboarding for retention. Listeners gain practical strategies, like using feedback loops and regular check-ins, to enhance team engagement and align with company values.
AI Snips
Chapters
Books
Transcript
Episode notes
Culture Is Measurable And Strategic
- Culture becomes measurable when tied to KPIs like engagement and sales that link to the bottom line.
- A strong culture means people know their job, the team's norms, and how winning looks for both employees and the business.
Start By Centering Worker Voice
- Ask new hires why they wanted the job and why they wanted to work with you to surface motivations and shape culture.
- Use those answers to keep what attracts people or intentionally change elements that don't fit your desired culture.
Belonging Drives Ownership
- Employees most often want to know that they matter, which drives engagement and an ownership mindset.
- Listening and investing in people converts motivation into employees feeling like thought partners in the business.
