In this conversation, Jim Haviland speaks with Bradley Knapp, the leader of Clearstead, about the company's growth, the importance of culture in leadership, and the impact of mentorship in the business community. They discuss how Clearstead integrates various financial services to provide holistic advisory services to clients and the significance of a long-term focus in business strategy. Bradley shares insights on leadership lessons learned, the value of community involvement, and offers advice for aspiring entrepreneurs.

Links

https://www.linkedin.com/in/bradley-knapp-cfa-caia-a4a25a4/

https://www.linkedin.com/in/tomhartland/

https://www.linkedin.com/in/dfultoncfa/

https://clearstead.com/

https://en.wikipedia.org/wiki/Sam_Miller_(businessman)

https://www.linkedin.com/company/forest-city-realty-trust/

https://www.linkedin.com/in/william-b-summers-jr-bb40749/

https://en.wikipedia.org/wiki/McDonald_%26_Co.

https://www.layoftheland.fm/171-umberto-fedeli-round-ii-lifelong-learning-happiness-wealth-and-investing/

Takeaways

• Your assumptions are the problem.
• Culture is the most important aspect of leadership.
• Thinking multi-generational is crucial for long-term success.
• Continuous improvement mindset fosters innovation.
• Don't be afraid to fail; it's part of growth.
• Aligning culture among partners is essential.
• Ownership among employees enhances client focus.
• Mentorship plays a vital role in professional development.
• Community impact is as important as business success.
• Long-term focus leads to sustainable growth.

Keywords

Bradley Knapp, Clearstead, leadership, mentorship, financial services, culture, entrepreneurship, community impact, growth, business strategy

Sound bites

"Everyone takes ownership."

"It's all about the client."

"Don't be afraid to fail."