The Tyler Dickerhoof Show podkast

EP184 - The Art of Financial Advising for the Modern Era with Kylie Felker

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57:40
Do tyłu o 15 sekund
Do przodu o 15 sekund
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 Impact Driven Leader Impact Driven Leader Podcast https://www.youtube.com/@impactdrivenleader https://www.instagram.com/impactdrivenleader/ Subscribe to the newsletter: https://impactdrivenleader.beehiiv.com/ Tyler is on: https://www.tylerdickerhoof.com/ https://www.facebook.com/tyler.dickerhoof.3 https://www.instagram.com/tyler_dickerhoof/ https://www.linkedin.com/in/tyler-dickerhoof-1960351b 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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