Growing Stronger Advice Practices with Terri Reid of Traxiom
In this episode of The Trusted Adviser, Rob Pyne speaks with Terri Reid—business coach, consultant, and former financial planner—about the human side of leadership in advice firms. They explore the tensions advice principals face as they grow their businesses, from stepping back as the chief problem solver to building strong team cultures. Terri shares practical tools for empowering staff, improving communication, and reframing leadership at all levels. A valuable conversation for any advice leader wanting to build a business that performs well and feels good to be part of.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.