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BEST PRACTICE ACTION

for advisers and leaders in financial advice

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  • Writer's pictureGreg Zimbulis

WHAT HIGHLY EFFECTIVE FINANCIAL ADVICE LEADERS DO




Highly effective leaders get results.


In your business, or practice, you need to get results – consistently delivering appropriate advice, client growth, strong advocacy, regular prospect referrals, client renewals - whatever results and business outcomes you’re chasing… and it’s your team that will deliver the results for you.


If you can consistently get the very best from your advisers, and in fact your whole team, you’re well on your way to getting the results you’re looking for. Of course, there are plenty of other things you need to think about and deal with, in your business, but getting your people in step, and performing to their maximum capability is a foundation that every successful advice business needs.


To develop your people and build a team of consistently high performers, consider looking at your role beyond that of an adviser and manager. Think as a frontline leader and focus on just three key areas:


1. One on One Relationship with every person in your team

Each of your advisers and team members is different, and even though they might have similar roles and responsibilities, they are very much individuals.

Accordingly, as a leader you must regard each as an individual, respect their differences (and similarities) and work to understand their strengths, weaknesses, capabilities, ambitions, opportunities and motivation.


2. Consistent Role Modelling – Leading the Way

Your every action and behaviour impacts on, and significantly influences, those who you lead. As a frontline leader, you need to be acutely aware of the messages you send by your actions and behaviours.


What you do and how you do it says a lot about you, how you think about things and what’s important to you. Walk the talk.


3. Building a Powerful Team Dynamic

A cohesive team dynamic is essential to drive performance. Bringing your whole team together on a regular basis for a variety of specific activities is important to ensure communication across your team is fluid.


It’s an opportunity to share best practices, understand what everyone else is doing and understand how each team member sits within the team.



Identifying actions and behaviours that bring each of these three elements to life in your business will set you up for more effective leadership and drive the results you are working towards.


What do you consider to be the actions and behaviours you must develop to bring your leadership to life?


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.








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