In this episode, we dive into the world of human behavior, leadership, and emotional intelligence with Dr. Angela Jackson—a seasoned psychologist, executive coach, and behavior strategist. Angela shares valuable insights that help financial advisors understand themselves and their clients better, ultimately leading to stronger relationships and improved performance. Whether you’re looking to increase your self-awareness or boost your client impact, this episode is packed with actionable takeaways.

What you’ll learn in this episode:

• How emotional intelligence impacts leadership and team performance 
• The difference between being busy and being effective 
• Why understanding your own behavioral patterns can transform your business and life 
• How to have hard conversations with empathy and clarity 
• Strategies to stay grounded and aligned with your purpose 

Angela also shares practical tools you can use immediately and encourages advisors to explore how self-awareness can drive both personal growth and business success.

Tune in to gain a deeper understanding of yourself and those around you—so you can lead with purpose, connect authentically, and grow intentionally.

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Check out Angela’s book, Win-Win Workplace HERE!

Learn more about the Group Coaching & Mastermind HERE!

Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!)

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

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