The Perfect RIA

Learning Opportunity or Time To Go [Episode 279]

Oct 21, 2024
Explore the critical role of leadership and team management in financial advisory practices. Discover how clear expectations and firm boundaries can transform team dynamics. Uncover the importance of punctuality, integrity, and respect in fostering a productive environment. Learn the consequences of vague boundaries and the need for accountability, all while balancing cautionary tales with inspiring insights on effective leadership.
Ask episode
Chapters
Transcript
Episode notes