The Evolving Advisor Podcast

Ep 055: Bobbie Meola: Being Open to Your Success


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 In this episode, Jeff and Bobbie discuss: 

  • Caring with no agenda is an advantage. 
  • Treating people with sincerity (both customers and employees)
  • Having men and women in leadership positions in your firm. 
  • The power in process and communication. 

  

Key Takeaways: 

  • People can recognize if you care or not. Spend time listening to people and their stories. 
  • Having empathy for everyone in your firm will help you develop your employees in every spot to be the best they can be. 
  • Adding diversity to your firm will allow your firm to be better stewards for your community. 
  • Going independent gives you freedom and flexibility to better serve your clients and utilize your knowledge to focus on your practice. 

  

"What's very unique and has helped me to be more empathetic to everyone within the branch is that I've literally sat in every seat…I am empathetic to those that I surround myself with." —  Bobbie Meola

 

Connect with Bobbie Meola: 

Website: https://www.stratoswealthpartners.com/

LinkedIn: https://www.linkedin.com/in/bobbie-meola-36634776/

  

Connect with Jeffrey Concepcion: 

Website: https://www.stratoswealthpartners.com

Contact: https://www.stratoswealthpartners.com/contact

Twitter: https://twitter.com/Stratos_Wealth

Facebook: https://www.facebook.com/stratoswealthpartners

LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/

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