Leadership in the workplace used to be largely about people management. In today’s workplace, being an effective leader involves so much more. Where should you be putting your focus so that your employees (and your clients, too) see you as a leader? And what type of benefits could effective leadership have for your practice?
We’re joined by Jim Fisher, professor emeritus at the University of Toronto and author of The Thoughtful Leader, to discuss how you can learn to be a successful leader of your practice, firm or business. We discuss the mechanics that make the best leaders in today’s work environment and share strategies to motivate and inspire you and your team.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
28 Launch planning: navigating the financial needs of children
27 Succession planning: exit strategies for a smooth client experience
26 ESG: Doing well and doing good with your portfolio
25 Alexa, invest in fixed income
24 Now what? Fred Reish on the future of DOL’s fiduciary rule
23 Inside look at the strategies of the most successful advisors
22 International investing themes for 2017 and beyond
21 Helping clients determine who will be their caregiver
20 Health wealth connection: making the connection tangible
19 The best learnings of 2016
18 The risky business of risk assessment
17 The 5 year outlook
16 Peeling back the onion: fund fees
15 Live from Schwab Impact
14 Create, curate and connect: social media for advisors
13 Tax loss harvesting
12 Re-enrollment: Framing the discussion for success
11 The art of communication
Start selling through clients
Team approach vs. rainmaker approach
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