Understand the Behaviors of Leaders and Team Members to Improve Your Organization

by David F. Smith, Ph.D., CFP® Journal of Financial Planning - January 2018

RESEARCH ON EFFECTIVE leadership shows that applying five specific leadership behaviors when working with each team member will improve your organization. Research also shows that team members can behave in three ways at work that improve their own work life. These actions of leaders and members are learnable, action-oriented, and easy to apply. Every financial planning practice can benefit from learning about these behaviors.




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