Category Archives: Financial Planner of the Year

What are the characteristics of a leader in financial planning?

By | Financial Planner of the Year, Financial planning, Financial planning professionalism | No Comments
Leaders in financial planning

Inspire those around us

I believe a key characteristic of a leader in financial planning is building an interdependent team around you that includes the right people; is empowered to act; and who understand and believe your vision as a leader. So as leaders we must be effective and credible communicators.

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