top of page


for advisers and leaders in financial advice

  • Writer's pictureGreg Zimbulis


Only World-Class Leadership Drives Financial Advice Business Success

If you own or manage a financial advice business, you should know that either being or becoming a highly successful financial adviser does not rest solely on the shoulders of your advisers.

If you lead or manage financial advisers you play the most important role in their professional success. As their leader, your influence and input may well be what makes the difference between average and exceptional performance, or the difference between “just getting by” or being a world-class financial adviser.

Successful advisers, not unlike other professionals, need the active support of a leader that knows not just how to provide high-quality advice, but also how to influence and support them with a range of fundamental and advanced leadership skills, behaviours and actions.

And all too often leaders are ill-equipped to deliver leadership that truly impacts on their team’s performance – and success.

Imagine if you could access a series of leadership best practice insights garnered while working with financial advice and other professional services leaders over the last 35 years.

As a powerful adjunct to the GROW Adviser Capability program, we will be sharing a selected series of leadership best practice insights over the next 16 weeks. All you need to do is register here and we will deliver you a new, brief, Best Practice Leadership action to your email inbox each week.

The selection of GROW Adviser Leadership Best Practice insights we will be sharing include very specific, immediately applicable, actions across key areas of frontline professional leadership, including:

  • How to actively support your advisers and other team members

  • What leaders actually need to do

  • Defining the outcomes each of your people are working towards

  • Understanding what your advisers need to be doing more of – and better

  • The power and benefits of effective coaching

  • What real coaching looks like in an advice business

  • A simple and powerful coaching model you can apply immediately

  • The characteristics of highly effective coaches and leaders

  • A key skill that all coaches must develop

  • The power and key to accountability

  • How consistent role modelling can change your business

  • The power of TEAM

  • Running team meetings and other group activities that truly drive performance.

and more.

Register here and we will deliver a new, brief, Best Practice Leadership Action to your email inbox each week.

This series of articles provides a unique opportunity to learn from the best and build and develop exceptional financial advice leadership capability.

The GROW Adviser and Leadership Capability programs cover this topic in more detail and help build a robust understanding and exceptional leadership and engagement skills.

14 views0 comments

Recent Posts

See All


bottom of page