How to Lead a Rapidly Growing Organization
This week, we talk about the need for personalized, relationship-oriented financial advice
How to Lead a Rapidly Growing Organization with Aaron Jasper
He emphasizes the importance of being a good partner to financial advisors and the value of personalized service. Aaron also highlights the challenges of scalability and regulatory change associated with running a dual organization.
Here are a few key takeaways from this week’s ep:
Mutual Group's impressive growth can be attributed to its passionate team and commitment to serving financial advisors.
Being a good partner to advisors requires active listening, collaboration, and transparency.
Scaling service in a complex organization requires flexibility and customization.
The future of the industry will see more specialization, technological innovation, and increased regulation.
The needs of investors for personalized, relationship-oriented financial advice will not change.
The episode is available now on your favorite podcast platform:
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If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here to grab 15 minutes.
Kyle Van Pelt