What it takes to become a good leader in financial planning

Empowering people key to effective leadership, experts say

Julia Bahr
clock • 7 min read

To succeed in financial planning, good leadership skills are a must, Julia Bahr writes...

Successful leaders should know how to define a common goal, communicate it clearly to their team and make sure they have the right tools to get the job done, industry experts say. PA speaks to advisers about what they think it takes to become a good leader and a role model in the financial planning space. Chartered financial planner Anna Sofat says it is important for everyone involved in the advice process, from compliance, administrators, paraplanners to financial advisers, to consider themselves as "everyday leaders" in the role they are undertaking. As such, they should look to se...

To continue reading this article...

Join Professional Adviser

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Your Business

What makes a great business development manager?

What makes a great business development manager?

BDMs importance to advisers' business is not in question

Brendan Llewellyn
clock 06 June 2023 • 5 min read
Greg Cant

Attractive opportunities: Why advice M&A shows no sign of slowing

'This is a great time to be an IFA or wealth manager in the UK'

Greg Cant
clock 31 May 2023 • 3 min read
Sustainable Investment Festival 2023: Up to 12 hours of CPD available!

Sustainable Investment Festival 2023: Up to 12 hours of CPD available!

Just five weeks to go until PA’s annual conference on all things ESG

Professional Adviser
clock 26 May 2023 • 1 min read