Leadership During Our New "Work From Home" Reality

Starting in March of 2020, leaders of wealth management firms suddenly had a new challenge thrust upon them. How to lead a team of folks who were all working from home? Many of them for the first time in their careers.

For independent broker-dealers the challenge was amplified as leaders like Tammy Robbins, VP of Business Development at ProEquities, my guest on this week's episode of the Modern Financial Advisor Podcast, found themselves needing to help the hundreds of independent financial advisors who were also suddenly working from home. 

As Tammy and her team have discovered, the new "work from home" reality may have some long-term benefits for advisors and the industry as a whole. 

To listen to the episode simply click play on the audio stream below or listen and subscribe on your favorite podcast platform. You can find us on Apple Podcasts, Spotify, Google Podcasts, Alexa,  SoundCloud, Stitcher, and TuneIn.

Audio Stream

Resources Related to this Episode:
Effective leadership for a modern wealth management firm has evolved rapidly over the years. Below are a few other resources to help you and your team: 

• Retaining Advisors and Assets During Critical Times - There is likely going to be a lot of advisor turnover in the coming year or so due to the COVID-19 pandemic. As Carla McCabe points out in this article, relationships with advisors are often "tricky" during normal times. 
• How to Demonstrate Leadership and Calm Fears During a Time of Crisis - As Tammy and her team discovered, advisors are looking for leadership during this time of great uncertainty. This episode offers some guidance for demonstrating leadership to your advisors and their clients. 
• Make Your Wealth Management Business Easy to Work With and Work For - Is your firm easy to work for or with? How easy is it for your team to work from home? How about your advisors? Have you asked them what would make things easier? 

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.