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Ep 161: Cultivating The Right Firm Culture With A Reality-Based Leadership Approach with Tessa Felix
Ep 161: Cultivating The Right Firm Culture With A Reality-Based Leadership Approach with Tessa Felix
ratings:
Length:
108 minutes
Released:
Jan 28, 2020
Format:
Podcast episode
Description
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
Released:
Jan 28, 2020
Format:
Podcast episode
Titles in the series (100)
Ep 014: Validating Your Advisor Value Proposition And Overcoming Imposter Syndrome With Carl Richards: Advisor, author, and speaker Carl Richards joins us to talk about his career, impostor syndrome, and how other advisors can kick it to the curb. by Financial Advisor Success