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Today we talk with Carrie Deveney about why talent is the number one strategy for exponential growth in wealth management and how recruiting becomes a long-term system instead of a last-minute scramble. We break down what top candidates look for today, how equity changes the conversation, and why s…
Today we talk with James Spinelli about how he helps scale Great Valley Advisor Group from a startup into a community supporting 200+ advisors and more than 400 people. We break down what changes as growth accelerates, from hiring and meetings to data, culture, and the hard work of letting go. Key …
Today we step back from “questions as coaching” and treat great questions as one of the most powerful leadership tools we have for clarity, growth, and firm building. We share practical questions we use for weekly and quarterly reflection, plus simple ways to coach, recruit, and plan without jumpin…
Today we challenge ourselves to judge team meetings by outcomes, not agendas, and to lead conversations that turn updates and scorecards into real decisions. We share a practical approach to accountability that feels like coaching, plus a reminder that consistent meetings create momentum for the wh…
Today we talk with John Gatewood about why elite financial advisors win through listening, not knowledge, and how real connection is what motivates clients to act. We break down practical language, coaching habits, and preparation routines that help advisors and firm leaders build trust, clarity, a…
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Kristin Burke, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.