Having a great company culture can look a few different ways. In this Episode, Tim Flanagan talks with Tiffany Grimm about creating a healthy and thriving culture. Tiffany goes into depth about her THRIVE method and the process that she takes to improve culture of her clients. Empowering women to become the most authentic and…
Financial wealth can be achieved in different ways, but having security is one that is critical. In this episode, Tim talks with Steve Krasnipol about what helped him choose his financial career and gain interest in protecting assets specifically. Using the core values of integrity, honesty, and transparency has been pivotal for Steve in his…
Leadership is one of the foundations of developing great culture and running a successful organization. In this episode, John Laurito and Tim Flanagan talk about John’s leadership coaching and his transition out of the financial services industry. After being in the financial industry, he realized that what he truly enjoys doing is coaching others. What…
It isn’t always easy to maintain and grow productivity when life-altering changes occur. In this episode, you’ll get some insight into our Transformation 2021 Challenge, as Tim Flanagan and Amanda Kramer discuss the firm’s voluntary initiative to grow engagement from their associates. This episode is all about engaging your employees. You’ll gain some insight into…
Bringing faith into your business in an authentic, genuine way is hard, but important work. In this episode, Tim Flanagan and Amanda Kramer chat with David Wachter about how he has been able to support integrating faith into the workplace and culture, how being authentic in one’s faith journey supports the dialogue, and how the…
Building a team through evolving your culture inwardly versus externally. In this episode, Tim Flanagan chats with Shannon Thompson about building a successful team, how culture continuously evolves, the importance of core values, and the lessons that Shannon has learned as he has built his team throughout the years. Shannon Thompson, CFP® is a Financial…
Successful people do what unsuccessful people aren’t willing to do. In this episode, Tim Flanagan chats with Lou Galletto about mentorship, doing the hard work behind the scenes, and Lou’s leadership success stories from his years at the firm Lou Galletto is the Director of Wealth Management and Chief Investment Officer. Lou has been a…
Have you explored the ins and outs of what it takes to build a healthy and successful team to elevate performance, activity, and client experiences? In this episode, Tim Flanagan chats with Amy Macari and Kate Curley on just that – the how’s and whys of building a healthy and successful team and partnership. Specifically,…
A company is only as successful as its people and its people are only as successful as the company they work within. In this episode, Tim Flanagan chats with Lila Ressler about the importance of intentional core values, the journey of arriving at solutions, and understanding your own culture. Lila Ressler is the CEO &…
Building a winning culture starts with the leaders within the organization. In this episode, Tim Flanagan chats with Sherry Winn about the role of leadership in a healthy culture, emotional intelligence, and the importance of having a mentor or coach for growth. Sherry Winn is a Two-Time Olympian, National Basketball Coach of the Year, and…