EP184 - The Art of Financial Advising for the Modern Era with Kylie Felker

In this episode of The Impact Driven Leader, Tyler Dickerhoof sits down with Kylie Felker, President of Foster Victor Wealth Advisors, to explore the power of relationships in building a successful wealth management firm. Kylie shares her journey from accounting graduate to leading a multi-billion dollar advisory firm, emphasizing the importance of face-to-face interactions and fostering client relationships. They discuss generational shifts in finance, navigating client needs, and the future of wealth management in a changing economic landscape. Kylie also offers valuable insights on legacy planning and hiring the right team to build long-term success. Whether you're in finance or any business built on relationships, this episode is packed with actionable advice on leadership, team building, and client service. Connect With Kylie: https://www.instagram.com/kfek5 https://fostervictor.com/the-firm/team/ https://www.linkedin.com/in/kyliekotowskifelker Impact Driven Leader Impact Driven Leader Podcast https://www.youtube.com/@impactdrivenleader https://www.instagram.com/impactdrivenleader/ Subscribe to the newsletter: https://impactdrivenleader.beehiiv.com/ Tyler is on: https://www.tylerdickerhoof.com/ https://www.facebook.com/tyler.dickerhoof.3 https://www.instagram.com/tyler_dickerhoof/ https://www.linkedin.com/in/tyler-dickerhoof-1960351b Timestamps: 00:00 Introduction  02:01 Transitioning Into Finance 04:00 Relationships In The Workplace 08:12 Attracting Older Generations In Business 11:03 Way Forward In Change 17:39 Navigating Client's Needs 21:19 Finding The Right Employees 25:40 Dealing With Misogyny In The Industry 31:12 Vulnerability & Better Leadership  36:12 My Core Values & Implementating Them 47:12 Hiring At Foster Victor 48:19 Challenges I Face Learn more about your ad choices. Visit megaphone.fm/adchoices