It can be challenging as a new financial planner to step into a managing role. In this #YAFPNW round table, we’re sitting down with Yusuf Abugideiri, Eddie Kramer, Bryan Hasling, and Amy Irvine to talk about what they’ve learned about being a manager within their financial planning practice.
Everyone in this round table is bringing a different type of experience to the conversation. We’re going to hear from a new manager, as well as a few individuals who have been managing for a while. In this episode, we’re discussing everything from how to find your management style, to the importance of humility in conversations with your employees.
Becoming a manager is on many planner’s career path and there are far too few tools on how to navigate to that new role. Being a manager takes a different skill set and brings with it a different set of responsibilities and challenges. It’s important that we talk about how to grow ourselves not just as a financial planner, but as the manager of other financial planners who need nurturing and guidance as well.
What You’ll Learn:
- What it’s like to become a manager within a financial planning firm
- How to receive and give constructive feedback
- The best way to navigate the manager-employee relationship
- How to give feedback that’s meaningful - not general
- Ways that you can discover your management style
- What different types of management styles exist - and why you may need to try a few before finding what works for you
- Why focusing on your team’s processes is a “win” for everyone
- The importance of humility as a manager