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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Jan 28, 2020

Tessa Felix is the HR and Operations Lead for PWL Capital, an advisory firm that oversees nearly $3.6 billion in assets under management. Tessa has focused on developing the culture of her advisory firm and has put systems in place to make everyone accountable for their work, while still making it a fun environment. Today she joins the show to discuss how she is making her firm an enjoyable place to work in, as well as the leadership system she has incorporated into her management approach.

Listen in as we talk about the weekly team meetings, internal podcast, and monthly one-on-ones Tessa uses to maintain the culture of the firm. She shares how she transitioned from being a peer of her co-workers to their manager and how she came to be the culture lead for her firm. If you’re ready to cultivate a growth mindset within your own business, this is the episode for you!

For show notes and more visit: https://www.kitces.com/161      

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