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...

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