The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
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The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
Leadership, Culture and Success with Paul Shepherd and Teneale Laister from Alman Partners
The Trusted Adviser
49 minutes 27 seconds
8 months ago
Leadership, Culture and Success with Paul Shepherd and Teneale Laister from Alman Partners
In this episode, host Rob Pyne sits down with Paul Shepherd and Teneale Laister from Alman Partners, an award-winning financial planning firm. They explore what it takes to build a successful and sustainable financial planning business by focusing on team culture, leadership frameworks, succession planning, and client service excellence.
Paul and Teneale provide an in-depth look at their staggered generational ownership structure, their commitment to building a strong team culture through the Heartstyles framework, and how their "AP Way" methodology ensures consistency and accountability across the business.
For financial planning business owners seeking to create a high-performance firm driven by strong leadership, an empowering culture, and sustainable growth, this episode delivers valuable insights!
The Trusted Adviser
The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
