In this episode of The Trusted Adviser, Rob Pyne speaks with Terri Reid—business coach, consultant, and former financial planner—about the human side of leadership in advice firms. They explore the tensions advice principals face as they grow their businesses, from stepping back as the chief problem solver to building strong team cultures. Terri shares practical tools for empowering staff, improving communication, and reframing leadership at all levels.
Listen
Topics discussed
- Redefining Leadership in Advice Firms
- Sustaining High-Performance Cultures
- Letting Go of Being the Problem Solver
- Unlocking Team Alignment and Communication
- From Overwhelmed to In Control
- The Power of Peer Groups
Show notes and transcript
For the full show notes and transcript from this episode, head to the episode page on The Trusted Adviser Website here.