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The Next Frontier


Dec 5, 2018

Amidst digital disruption in the financial services industry, Bob Chapman knows there will always be a need for caring. Bob has embraced an approach that he calls “truly human leadership” as CEO of Barry-Wehmiller, a $2.5 billion global manufacturing business. In this episode, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss how caring for people and making them feel valued is the real differentiator in this industry and can profoundly affect the world.

Looking at the financial services industry, Bob Chapman asks, “How do you shape the future for the people you have the privilege of leading?" Bob defines leadership as the stewardship of the lives entrusted to you, and he believes that making people feel valued and cared for affects how they treat others. When you feel cared for as a financial advisor, you bring that caring to your clients, which is the foundation of all relationships. Caring is not something that can be digitized or replaced by a computer, so in our industry today, being known for having the most caring organization could differentiate you from everyone else.

In this episode, you’ll hear:

  • How to measure success
  • The difference between a manager and a leader
  • Why leadership and parenting are identical
  • How leadership affects others’ self-worth and home life
  • The steps necessary to transition from a classic business manager to someone caring for the lives of their team members
  • What it would look like to be a caring institution in the financial services industry
  • How financial advisors can impact their clients’ lives and differentiate themselves in the industry through caring

As the CEO of a global manufacturing company with more than 11,000 team members, Bob Chapman certainly has leadership experience. He became the company’s senior executive at age 30, after the untimely death of his father, and after an early focus on financial success, transformed his thinking about what it means to be a leader. Bob is the author of Everybody Matters: The Extraordinary Power of Caring, where he narrates this transformation and explains the profound impact of what he calls “truly human leadership."

Ways to contact Bob:

  • Book: Everybody Matters: The Extraordinary Power of Caring

 

 

Disclosure:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0918-02325