What it takes to become a good leader in financial planning

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...