Elite Achievement

Episode 84

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Published on:

26th Oct 2023

84. Researched Based Facts on What Is Really Keeping Women from Rising In the Ranks with Daryl Klump

It is proven that firms with more women in senior positions are more profitable, more socially responsible, and provide safer, higher quality customer experiences. Today’s conversation with Daryl Klump, director of the Northwestern Mutual West Texas offices, will inspire you to think about the organization you are building and whether or not you’re creating an environment that allows women to thrive. Daryl has over a decade of experience in the male dominated financial services industry and she has her doctoral degree in organizational change and leadership. She shares her research findings with us and what she has learned from her personal experiences as a director. Join us to learn why there are less than five percent of women in senior level leadership roles in this industry, and how we can work together to raise that number.

Highlights:

00:02:00 - How Daryl Got to Be Where She’s at Today

00:07:04 - Why There Aren't More Women in the Financial Services Industry

00:09:58 - Daryl’s Personal Perspective on Work/Life Balance

00:12:51 - Does the Work of a Business Owner Require More Help Than a Traditional Employee?

00:13:33 - Why Women Fall Short of Expressing Their Full Potential

00:19:40 - What Inspired Daryl to Write Her Book, Growing Leadhers

00:22:09 - How Important it Is For Leaders to Deliver Feedback Right Away

00:25:47 - The Right Environment that Allows Men & Women to Thrive

00:31:15 - What Requests Leaders Should Honor

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About the Podcast

Elite Achievement

A leadership and execution podcast for financial advisors and firm leaders

Elite Achievement with Kristin Burke

You’re a financial advisor. Your calendar is booked with back-to-back client meetings. You have a vision to grow your firm. You’re not sure if you have the right team in place. You’re holding on to work you know you should be delegating. You want to spend more time doing complex planning and working with your best clients, but you’re still trying to deliver for every client in your book.

At the end of the day, you’re still the one driving the revenue.

Or…

You’re leading a team of financial advisors or a firm. You’re responsible for growth, but don’t produce the results yourself. They come through the people you recruit, develop, and retain. And many of them aren’t traditional employees, which means you’re leading as much through influence as you are through expectations and accountability.

Your calendar is full, but your time doesn’t always feel well spent. You start the day with a plan, and it quickly shifts as people come to you with questions, challenges, and decisions that need your input.

You’re constantly balancing competing priorities. Attracting and bringing in new talent. Launching and developing new financial advisors. Supporting career advisors as they continue to grow. Having difficult conversations when someone isn’t performing. Protecting the culture and keeping everyone aligned to the vision.

At the end of the day, you’re still accountable for the results.

Different roles. Same challenges.

How do you create clarity around your vision and get others aligned to it?

How do you focus on the right priorities when everything feels important?

How do you develop people and hold a high standard of performance?

How do you lead effectively while still driving results?

This is the work of Elite Achievement.

A leadership and execution podcast for financial advisors and firm leaders who are building and scaling a firm and being challenged to lead at a higher level as success becomes less about your individual effort and more about how you lead.

Kristin Burke brings over 20 years of industry experience and works closely with financial advisors and firm leaders as they build firms, develop people, and navigate the challenges that come with growth.

Elite Achievement is about setting a bold vision, executing consistently, and becoming the kind of leader capable of building a legacy.