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


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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


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