Scott Mann taught lessons he learned from his 18 years serving as a Green Beret oto Rooftop Leadership at the NAIFA Performance + Purpose conference. Humans are “meaning, seeking, emotional, social creatures,” he said, but too often, advisors take the wrong approach to relate to those they serve. Advisors spend a great deal of time being reactionary and transactional, with a go it alone mentality, instead of finding ways to relate to people on a deeper level.
Advisors should make relationship building “a team sport in their practice,” Mann said.
People are hungry for impact and purpose in their lives, he said, and they are seeking that from their leaders as well.