Our business isn’t just about spreadsheets, numbers and documents—it’s about people. And yet, as financial advisors, we’re often trained to lead with logic when we might be wrestling with emotion.
In today’s episode, we’re diving into the human side of business and succession planning—the part that doesn’t show up on a balance sheet but can make or break the entire process. How can you manage your emotions when it comes to working with your clients? How can you manage your emotions when it comes to putting together your succession plan?
Today, Liz Doyle Harmer is here to share her insight. As a Transformational Leadership Coach and Facilitator, Liz supports senior leaders and teams in developing the self-awareness, emotional agility, and resilience needed to lead in today's complex environment. Her approach integrates somatic leadership practices - helping leaders recognize and shift their internal state in real time so they can lead with greater clarity, trust, empathy, and purpose. By engaging both the mind and the body, Liz helps leaders not only understand leadership - but embody it.
Liz's 20-year work experience spans public relations, strategy, event planning, internet marketing, and entrepreneurship. She has coached established and emerging leaders and facilitated leadership training in a broad range of organizations including Marsh McLennan, JP Morgan, Novo Nordisk, Google, RSA, Bank of America, Goodmans LLP. Lole, Hub Insurance, and Johnson & Johnson - across industries such as Financial Services, Pharmaceutical, Legal, Technology, and Non-profit.
Pick up a copy of Chris’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca
Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
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If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!
Cheers!
Chris
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