The Qualities of Highly Effective Leaders with Danielle Learned
WealthTech on Deck
English - June 25, 2024 07:00 - 29 minutes - ★★★★★ - 16 ratingsInvesting Business Marketing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Leadership is a journey of continuous learning and personal growth. It's a muscle that gets stronger through experience and reflection on the lessons learned. This growth mindset, driven by active listening, genuine care for people, and intellectual curiosity, results in a dynamic leadership style. Such leaders adapt to new challenges and inspire teams to contribute their best work, leading to more effective decision-making, stronger collective vision, and remarkable outcomes.
In this episode, Jack talks with Danielle Learned, Chief of Staff and Head of Sales Execution at Horizon Investments. In her role, Danielle is responsible for leading the planning and execution of the firm's various strategic initiatives and helping translate the firm's mission and vision into action. Danielle is known for her grit and entrepreneurial spirit, and she is dedicated to empowering financial advisors and equipping them with the tools they need to succeed.
Danielle talks with Jack about her career journey and the lessons she has learned about leadership and execution. She shares insights on leadership, the art of listening, the value of empathy and genuine care for people, and the power of grit and perseverance in achieving success. Danielle also discusses Horizon Investments' unique value proposition and the industry's future, emphasizing the importance of personalization and transparency in financial advice.
Key Takeaways
[02:15] - How Danielle got into financial services.
[05:54] - How Horizon Investments serves its clients.
[07:25] - Danielle's journey to Horizon Investments.
[09:46] - How Danielle became part of Horizon Investment's growth.
[14:28] - What it takes to lead a growing wealth management firm.
[18:21] - Danielle's thoughts on the future of the industry.
[22:16] - How grit defines Danielle's leadership style.
[24:55] - Three key takeaways from Danielle.
[26:35] - Danielle's interests outside of work.
Quotes
[14:34] - "Leadership is learned. It's not taught. My advice to new leaders or anyone who has to influence and lead a team that doesn't directly report to them is to shut up and listen." ~ Danielle Learned
[17:08] - "To care about people, you really have to care about people. You have to make investments, learn about them, and understand what makes them tick. And that's more than just giving them feedback about their work product. It's really getting to know what motivates them and why they're here." ~ Danielle Learned
[17:24] - "Some of the best ideas around our sales team, how we execute them, and the tools we use have come by asking people questions and giving them permission to share their opinions and come up with new ideas. There are a lot of really smart people around us, and we should leverage them and listen to them." ~ Danielle Learned
Links
Danielle Learned on LinkedIn
Horizon Investments
Money Management Institute
Nick Alfier
BNY Mellon
UNC Kenan-Flagler Business School
Oppenheimer & Co.
Prudential Financial
MetLife
LPL Financial
John Drahzal
Robbie Cannon
Altamont Capital Partners
Thomas Buckingham
Nassau Financial Group
Trillion Dollar Coach
Authentic and Ethical Persuasion
Connect with our hosts
LifeYield
Jack Sharry on LinkedIn
Jack Sharry on Twitter
Subscribe and stay in touch
Apple Podcasts
Spotify
Leadership is a journey of continuous learning and personal growth. It's a muscle that gets stronger through experience and reflection on the lessons learned. This growth mindset, driven by active listening, genuine care for people, and intellectual curiosity, results in a dynamic leadership style. Such leaders adapt to new challenges and inspire teams to contribute their best work, leading to more effective decision-making, stronger collective vision, and remarkable outcomes.
In this episode, Jack talks with Danielle Learned, Chief of Staff and Head of Sales Execution at Horizon Investments. In her role, Danielle is responsible for leading the planning and execution of the firm's various strategic initiatives and helping translate the firm's mission and vision into action. Danielle is known for her grit and entrepreneurial spirit, and she is dedicated to empowering financial advisors and equipping them with the tools they need to succeed.
Danielle talks with Jack about her career journey and the lessons she has learned about leadership and execution. She shares insights on leadership, the art of listening, the value of empathy and genuine care for people, and the power of grit and perseverance in achieving success. Danielle also discusses Horizon Investments' unique value proposition and the industry's future, emphasizing the importance of personalization and transparency in financial advice.
Key Takeaways
[02:15] - How Danielle got into financial services.
[05:54] - How Horizon Investments serves its clients.
[07:25] - Danielle's journey to Horizon Investments.
[09:46] - How Danielle became part of Horizon Investment's growth.
[14:28] - What it takes to lead a growing wealth management firm.
[18:21] - Danielle's thoughts on the future of the industry.
[22:16] - How grit defines Danielle's leadership style.
[24:55] - Three key takeaways from Danielle.
[26:35] - Danielle's interests outside of work.
Quotes
[14:34] - "Leadership is learned. It's not taught. My advice to new leaders or anyone who has to influence and lead a team that doesn't directly report to them is to shut up and listen." ~ Danielle Learned
[17:08] - "To care about people, you really have to care about people. You have to make investments, learn about them, and understand what makes them tick. And that's more than just giving them feedback about their work product. It's really getting to know what motivates them and why they're here." ~ Danielle Learned
[17:24] - "Some of the best ideas around our sales team, how we execute them, and the tools we use have come by asking people questions and giving them permission to share their opinions and come up with new ideas. There are a lot of really smart people around us, and we should leverage them and listen to them." ~ Danielle Learned
Links
Danielle Learned on LinkedIn
Horizon Investments
Money Management Institute
Nick Alfier
BNY Mellon
UNC Kenan-Flagler Business School
Oppenheimer & Co.
Prudential Financial
MetLife
LPL Financial
John Drahzal
Robbie Cannon
Altamont Capital Partners
Thomas Buckingham
Nassau Financial Group
Trillion Dollar Coach
Authentic and Ethical Persuasion
Connect with our hosts
LifeYield
Jack Sharry on LinkedIn
Jack Sharry on Twitter
Subscribe and stay in touch
Apple Podcasts
Spotify