September 12, 2018

“An Advisor’s Feedback Shocked Me and Changed the Way I Lead”

“I suggest you spend more time listening first if you want to be successful at this company.”

I was only a few weeks into the new job when a top financial advisor was visiting my office. I was eager to meet him—so much so that I started our meeting by diving right into our plans for mobile, web, and strategy without pause. I was in my zone. You and I – we’ve all been there. I wanted to impress him with how my team is going to transform the business and enhance the client-advisor relationship.

Fifteen minutes into our hour-long meeting, he stood up, extended his hand and thanked me for my time. I was in shock. I had so much more to show him.

“Read the entire article here on LinkedIn


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