Given the breadth of contacts we have in our work in the financial services industry, we are afforded the opportunity to encounter some of the best bankers, advisors, market leaders and executive leaders in the industry. Recently, we thought it worthwhile to connect some of the best in these roles with each other, believing that doing so might serve to help each one of them further enhance their effectiveness.
Over the last few weeks, I have been a witness to an email conversation between a small group of best-in-class market leaders, each of whom I would consider Purpose-Driven, Servant Leaders who have a high degree of credibility both with those who report to them and those to whom they report.
This conversation started with one of the leaders asking the group:
How do you balance building the business with focusing on doing what is right for your clients and your teams?
This is a question we hear often and represents an issue with which we see many advisors and leaders struggling, particularly given the trends in our industry and the drive to differentiate. While our answer to this question at Greene Consulting is that the two definitely go hand-in-hand and collectively lead to most effectively growing the business, we thought you would appreciate this dialogue and find some value in reading it, whether you are a market leader, an executive leader or a Front-Line advisor.
I am sure there will be more said among this group, but here is the dialogue this group has had thus far on this topic.
If you feel compelled to add to this conversation, feel free to send comments to me at firstname.lastname@example.org!
At Greene Consulting, our purpose is to help financial services providers design better experiences, develop better people, and thereby deliver better results. For more detail or insight on how we help advisors and firms in this area of the Client Experience, or any other issues related to the Client Experience being delivered, contact us at 404-324-4600 or email Rick Swygman at email@example.com.