Lisa Brown

President of Greenwood Gearhart, an RIA based in Fayetteville, Arkansas, overseeing approximately $1.8 billion in AUM and known for implementing the 'calm excellence' approach to reduce perfectionism-driven burnout while maintaining high client service.

Best podcasts with Lisa Brown

Ranked by the Snipd community

17 snips

Oct 7, 2025 • 1h 30min

Ep 458: Overcoming Perfectionism Burnout While Still Serving Clients Well With A Standard Of “Calm Excellence” with Lisa Brown

Lisa Brown, President of Greenwood Gearhart, shares her insights on combating burnout in the financial advisory landscape. She reveals how her firm transitioned from a culture of "urgent perfectionism" to one of "calm excellence," prioritizing sustainable client relationships. Lisa discusses eliminating unnecessary meetings and instituting daily huddles to keep the team focused. Her innovative approach, including the Kudos program for team recognition and a scoring tool for client needs, led to reduced stress and enhanced service. She also encourages women in finance to embrace authenticity amidst challenges.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app