EP184 - The Art of Financial Advising for the Modern Era with Kylie Felker
15.1.2025
0:00
57:40
In this episode of The Impact Driven Leader, Tyler Dickerhoof sits down with Kylie Felker, President of Foster Victor Wealth Advisors, to explore the power of relationships in building a successful wealth management firm.
Kylie shares her journey from accounting graduate to leading a multi-billion dollar advisory firm, emphasizing the importance of face-to-face interactions and fostering client relationships.
They discuss generational shifts in finance, navigating client needs, and the future of wealth management in a changing economic landscape. Kylie also offers valuable insights on legacy planning and hiring the right team to build long-term success.
Whether you're in finance or any business built on relationships, this episode is packed with actionable advice on leadership, team building, and client service.
Connect With Kylie:
https://www.instagram.com/kfek5
https://fostervictor.com/the-firm/team/
https://www.linkedin.com/in/kyliekotowskifelker
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Timestamps:
00:00 Introduction
02:01 Transitioning Into Finance
04:00 Relationships In The Workplace
08:12 Attracting Older Generations In Business
11:03 Way Forward In Change
17:39 Navigating Client's Needs
21:19 Finding The Right Employees
25:40 Dealing With Misogyny In The Industry
31:12 Vulnerability & Better Leadership
36:12 My Core Values & Implementating Them
47:12 Hiring At Foster Victor
48:19 Challenges I Face
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