The Leadership Journey

The Leadership Journey


Latest Episodes

Scott Rouse – Decoding Body Language
January 23, 2024

The Hiring EdgeDecoding Body Language with Scott RouseEven with all of the interviews, assessments and resume checks, the odds are 50/50 that youll land a candidate who is the right fit. And the ones who dont work out are expensive. Not just in lost t

Tiffany Markarian – Re-engaging Experienced Advisors
November 28, 2023

Take the BETA Profitable Scaling Strategies QuizHave You Given Up On Experienced Advisors?3 Ways to Get Them Re-Engaged with Tiffany MarkarianWith Planning Season in full swing, its an ideal time to approach your experienced advisors and help them s

Set Up the “Monster” Succession Opportunity: Structure your teams for the modern age
July 13, 2023

ARE YOU MAKING ONE OF THESE 10 MANAGEMENT MISTAKES?Set Up the Monster Succession OpportunityStructure your teams for the modern ageSteve Good has dedicated his career to empowering the next generation of financial advisors. Currently the Director o

Leading From the Front: Nash Subotic of WestPac Wealth Partners on Culture, Training and Blue Ocean Strategy
June 09, 2023

ARE YOU MAKING ONE OF THESE 10 MANAGEMENT MISTAKES?Leading From the FrontNash Subotic of WestPac Wealth Partners on Culture, Training and Blue Ocean StrategyNash Subotic, CEO and the driving force behind WestPac Wealth Partners, has spearheaded the c

Cracking the Code for Rapid Team Growth in Financial Services with Jerry Tavella
June 09, 2023

Top Team Mistakes to Avoid - Take the Survey! - Cracking the Code for Rapid Team Growth in Financial Services As a leader of a financial services Firm with sales team/s, you are constantly focusing on

Cracking the Code for Rapid Team Growth in Financial Services with Jerry Tavella
May 18, 2023

Book a Call with KelliCracking the Code for RapidTeam Growth in Financial ServicesAs a leader of a financial services Firm with sales team/s, you are constantly focusing on ways to grow without significantly increasing your bottom line. Wi

How Symphony Financial Scaled Their Billion Dollar Sales Team with Keith Spengel
May 11, 2023

Top Team Mistakes to Avoid – Take the Survey!How Symphony Financial Scaled TheirBillion Dollar Sales TeamKeith Spengel, CEO and Private Wealth Advisor of Symphony Financials Ensemble team within the Northwestern Mutual Private Client Group, ta

Bob Bolt and Symphony Financial: Amplifying Opportunity and Profit with Teams
April 19, 2023

Top Team Mistakes to Avoid – Take the Survey!Bob Bolt and Symphony Financial: Amplifying Opportunity and Profit with TeamsBob Bolt is an experienced Partner and Private Wealth Advisor who knows uncertainty all too well. In 2009, a series of even

Teaming: The Financial Services Secret to Sustainable Growth
March 07, 2023

Top Team Mistakes to Avoid – Take the Survey!TEAMING: The Financial Services Secret to Sustainable GrowthsHow to Make it WorkDuring my research on independent Sales Teams inside Life Insurance and Wealth Management Firms, I reached out to Scott

Money, Ego, Feelings: How to Build and Grow High Performing Sales Teams
February 23, 2023

https://vimeo.com/801469532Top Team Mistakes to Avoid – Take the Survey!Money, Ego, Feelings: How to Build and Grow High Performing Sales TeamsIn 2020 McKinsey released their Agent Insights Survey, which reinforced what high prod