Values-Based Leadership for Financial Services Professionals

Jerome Myers is a highly respected entrepreneur and business coach who is making huge waves, especially in the financial services industry coaching of advisors/wealth managersfinancial advisers in the United States.

Jérôme lives and breathes values-based leadership and is an inspiration to many.

“For most of us, leadership development is a product of our exposure to other people we’ve mentored. Most of us haven’t spent time intentionally working to enhance our natural abilities. or to find something outside of what others have modeled for us. Proximity to great leaders is a rare event and when you have the opportunity to meet someone who embodies these skills, you may dismiss it because it is so different from the status quo.

“Many leaders challenge those around them to leave their comfort zone and become the person they need to be on this planet. For the majority of the world, this is extremely uncomfortable. It usually triggers one of three reactions

– Pretend to be on board then disappear

– Rebel openly against the advice of the new leader

– Enjoy having someone to follow and embark on the new journey

“Think about the last time someone came into your life and inspired you to do something you wouldn’t normally do.

“Who was it?

“What prompted you to take action when comfort was the easier choice?

“Do you want to be able to give that feeling to others?”

“Chances are that you read the last question and stopped because you asked if you could impact someone like that.

“I know I did.

“Even though I was captain of most of my sports teams and president of many extracurricular activities at schools, I questioned my ability to lead when I arrived at the workplace. I ran from leading titled leader titled in hopes of finding the secret to becoming an executive.The old “do a great job at the job you do” came up time and time again.

“I knew that was part of the answer, but I know it wasn’t all. Over time, I realized that everyone who did the jobs I wanted had one thing in common. They all lived incredible lives inside and outside of work and they had the ability to influence anyone who had the opportunity to spend time with them.

“The question most will ask at this point is well is this something that anyone can master?

“I mean really… Is it art or science?”

“In true consultant fashion, the answer is ‘It depends.’

“As you leaf through the pages of most leadership books, they promise to explore the science of leadership in financial services and illuminate repeatable steps that every values-based leader can use to improve their personal performance and take their organization to the next level.

“I tried to slip this one in, but I know you saw ‘values-based’ and raised your eyebrows. In a world where so many in our industry are being scrutinized for whether Whether or not we add value to the process of creating financial security, our values ​​are more important than ever Not that we have values, but that we apply and use them to guide our interactions with our customers. of our co-workers, they show up to get paid, it’s the holy grail for them and the idea of ​​being a fiduciary is a joke to them.

“You are reading this article because it is not you. You are committed to doing what is best for your customers, regardless of the financial benefit to you. Being a fiduciary isn’t just about financial management – ​​for you, it’s a way of life. Depending on where you work, this may be frowned upon. People may openly criticize you for the way you run your practice and handle your clients. I see it all the time as a coach for wealth managers/advisors.

“You may feel like you’re on an island and you have to hide it from others because you’re afraid of being ridiculed by the old guard. I’m here to tell you that you don’t have to anymore. The values-based leadership in financial services is on the rise and you are part of the revolution of an industry.”

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