Winning Through Culture

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 importance of being inclusive builds a stronger community inside and outside an organization. 

David Wachter serves as Ministry Director in addition to his sales and coaching roles. David is also a husband, father, and active member of his faith community. He is passionate about helping people solve the problems that keep them awake at night. David is also passionate about coaching and mentoring advisors in creating healthy financial services practices.

We hope this episode helps you take the next step in remaining impactful and relevant.

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David Wachter: LinkedIn

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The post Integrating Faith in the Workplace with David Wachter appeared first on Winning Through Culture.

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 Planner with Creative Wealth Management Group based in Winston Salem, NC. Shannon and his team work with individuals, families, and business owners to help achieve and build financial freedom.

We hope this episode helps you take the next step in remaining impactful and relevant.

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Shannon Thompson: LinkedIn

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The post Evolving Your Team Culture Inwardly with Shannon Thompson appeared first on Winning Through Culture.

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 leader at HF Financial for many years and continues to impact the lives of those around him on a daily basis. 

We hope this episode helps you take the next step in remaining impactful and relevant.

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Lou Galletto: LinkedIn

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The post How Mentorship Helps Build a Successful Culture with Lou Galletto appeared first on Winning Through Culture.

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, Amy and Kate discuss what they’ve experienced and worked on when helping entrepreneurs build healthy and successful teams of their own.

The years that Kate Curley has invested enmeshed in the day-to-day operations of advisors’ practices have yielded an experienced professional who is hyper focused on the needs of the field. Kate has served important roles in supporting the growth of MassMutual advisors’ practices for close to two decades: whether through the various concierge programs where she first interfaced with the company’s top performers and currently as the Program Manager for Advisor Teaming and Field Recruiting. In short, Kate understands what makes for a successful practice – and what doesn’t.

Amy Macari brings incredible insight as the Director of Strategy and Teaming. Amy works alongside the firm’s advisor and sales leadership teams to help them achieve success and maximize results. Previously, she served as Chief Administrative Officer at MassMutual Carolinas and Carolina Premier Bank. Macari brings 15 years of experience in delivering comprehensive strategic and operational leadership to this position.

We hope this episode helps you take the next step in remaining impactful and relevant.

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The post Building a Healthy Team and Partnership within an Organization appeared first on Winning Through Culture.

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 & Managing Partner of PeopleSolutionsNOW, a comprehensive HR and Organizational Effectiveness Consulting Company. Lila has held leadership roles in Human Resources, and Organizational Effectiveness, with fortune 100 & 500 companies for the past 20 years. While working with leaders and leadership teams, Lila came to appreciate the impact that culture has on business results. She realized her calling was helping entrepreneurs design and create an intentional culture that would attract and develop the best and brightest talent. PeopleSolutionsNOW helps teams discover their vision, mission, core values and, most importantly, integrate the core values into the fabric of the culture.

We hope this episode helps you take the next step in remaining impactful and relevant.

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Lila Ressler: LinkedIn

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The post Building a Purposeful Culture with Lila Ressler appeared first on Winning Through Culture.

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 Amazon Three-Time Best Selling Author. She is an in-demand, internationally renowned speaker who frequently speaks for up to 14,000 people at a time including companies such as StubHub, AnyTime Fitness, and Adobe.

With over 34 years of practicing leadership as a National Championship Basketball Coach and a Two-Time Olympian, Sherry is an expert at coaching leaders and team members to championship status. She has successfully taken leaders beyond their levels of comfort to “WIN” against competitors who were superior in talent, facilities, and financial budgets. Through her WIN Philosophy and WINNER Principles, she shares insider secrets on how to succeed even when the odds seem insurmountable so that your team feels, acts, and conquers their goals like Olympians.

You can find Sherry at www.TheWinningLeadershipCompany.com.

We hope this episode helps you take the next step in remaining impactful and relevant. 

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Related episodes: Prioritizing Mental Health in Sports and Business with Lisa Bonta Sumii | Life Beyond the Military with Scarlet Harris

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The post Leading Your Team to a Winning Culture with Sherry Winn appeared first on Winning Through Culture.

Improving the culture of your organization day in and day out. In this episode, Tim Flanagan chats with Blair Primis about culture sustainment within an organization, making an impact, and creating a trusting environment. 

At the time of this recording, Blair Primis was the Sr. Vice President of Marketing & Talent Management at OrthoCarolina. 

Blair leads a team of Human Resource, Training, Marketing, Communications and Culture professionals with a goal of seamless communication both inside and outside their organization.

We hope this episode helps you take the next step in remaining impactful and relevant. 

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The post Building and Sustaining a Winning Culture with Blair Primis appeared first on Winning Through Culture.

An inside look on how we “envision the future” with potential advisors. In this episode, Caitlin Flanagan and Tim Flanagan discuss the work that has been done behind the scenes to reframe the cultural experience for both current and potential advisors.

Specifically, Caitlin and Tim discuss why they go above and beyond to make sure candidates and advisors are aligned with the firm’s values and culture. 

We hope this episode helps you take the next step in remaining impactful and relevant. 

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The post Aligning our Firm’s Values with our Candidate’s Values appeared first on Winning Through Culture.

Transforming the culture of the organization by helping our advisors transform their knowledge, skills, and abilities to better serve their clients. In this episode, Tim Flanagan chats with Jarrett Engel about our Advisor Development Program at MassMutual Carolinas, the difference between training and development, and the importance of finding your “why”. 

Jarrett is the Agency Director of Field Development.

Holding volunteer and executive leadership roles, he is respected for leading during crisis, bringing order to chaos, delivering compelling messaging to diverse groups of all sizes and gaining change buy-in at the highest levels. 

Jarrett Engel has been brought in to lead and build organizations through the implementation of processes, strategies and tactics from inception; drive change management and leadership learning adopted as a best practice; and build sales, marketing and leadership development programs from the ground up.  

We hope this episode helps you take the next step in remaining impactful and relevant. 

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The post The Importance of Advisor Development with Jarrett Engel appeared first on Winning Through Culture.

How you, the entrepreneur can incorporate balance into your life both personally and professionally. As we discuss, it is not easy, but it is a priority. In this episode of Winning Through Culture, Tim Flanagan, Ryan Donaghy, and Amanda Kramer discuss the core value of balance. Specifically, Ryan, Tim, and Amanda share their personal and professional stories about what balance means to them and how they’ve worked to improve on this core value in their work and personal life.

Thank you for tuning into our Core Values Series on Winning Through Culture. We hope this series has helped you you take the next step in your professional growth. 

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The post Core Value 5: Balance appeared first on Winning Through Culture.