Laurie Stack, Host of Talent Stack, speaks with Shannon Reid, President and Head of Advisor Growth and Engagement at Osaic, about the relationships that shape leadership and advisor growth. Their conversation explores how leaders develop through setbacks and feedback, and how firms build lasting connections with the advisors they serve. The discussion connects those leadership questions with the challenges of retaining advisors and delivering personal service as organizations grow.
Reid also examines the balance between strategy and execution, along with the role of technology in supporting advisor relationships. Stack and Reid discuss opportunities to bring more women into wealth management, including professionals entering from other careers, and the importance of mentorship. Throughout the conversation, they consider how leaders support their teams, expand access to the profession and connect their work with the needs of advisors and clients.
Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.
