Jul 20, 2020
In this episode, Steve talks with Tom and Jeff Berg of Integrated Inc. Wealth Advisors about how to lead a successful staff, using education to help motivate, and why teaching is an essential part of being a leader.
Tom and Jeff Berg are the father and son team that run Integrated Inc. Wealth Advisors. Jeff started as an advisor in 1965, and he’s spent the last 17 years transitioning the business to Tom.
Both Jeff and Tom have learned a lot throughout their careers about how to lead clients well, and how to keep them focused on their goals, even when they push back on advice. With more than 55 years of experience, they share a powerful perspective that can help all advisors with their client relationships.
”Whether it's leading your staff, or leading your client, teach them thoroughly...and then motivate them. If you can't teach and you can't motivate, how can you be a leader?” ~ Jeff Berg