Converting Culture into Growth: How Elite Financial Advisors Create High-Performing Teams

Join host Kalem Mackey, Executive Vice President at C2P, and guest Josh Friberg, known for his transformative approach to creating deep human connections at scale, for candid insights about why many traditional team building approaches fail and what really drives sustainable high performance.

Listen as Josh provides a practical framework for developing leadership skills, implementing effective performance measurements, and creating a culture where high performers thrive. You’ll learn how to shift from managing tasks to teaching strategic thinking, why traditional performance metrics might be holding your team back, and how to implement systems that naturally align team member goals with practice growth.

Key Topics Discussed:

• Leadership Development Framework: How to approach leadership as a learnable skill and why embracing initial incompetence is crucial for growth in your advisory practice.
• Individual Motivation Discovery: Techniques for uncovering what truly drives each team member beyond compensation, and how to align these motivations with practice goals.
• Performance Measurement Evolution: Why traditional KPIs often fall short and how to implement more effective lead measures that drive sustainable results in your advisory firm.
• Virtual Team Management: Strategies for maintaining high performance and accountability in remote work environments without resorting to micromanagement.
• Culture Building Essentials: How to create a practice environment that naturally attracts top performers while making low performers self-select out.
• Time Protection Strategies: Frameworks for helping team members identify and prioritize their most impactful activities while eliminating productivity-killing distractions.

Resources:

Books:

• Supercommunicators by Charles Duhigg
• The ONE Thing: The Surprisingly Simple Truth About Extraordinary Results by Gary Keller and Greg Papasan
• Slow Productivity: The Lost Art of Accomplishment Without Burnout by Cal Newport
• Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork by Dan Sullivan and Dr. Benjamin Hardy
• Essentialism: The Disciplined Pursuit of Less by Greg McKeown
• Extreme Ownership: How U.S. Navy SEALs Lead and Win by Jocko Willink and Leif Babin
• Leaders Eat Last: Why Some Teams Pull Together and Others Don’t by Simon Sinek
• The 21 Irrefutable Laws of Leadership: Follow Them and People Will Follow You by John Maxwell
• Start with Why: How Great Leaders Inspire Everyone to Take Action by Simon Sinek
• The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change by Stephen R. Covey
• The 4 Disciplines of Execution: Achieving Your Wildly Important Goals by Chris McChesney by Chris McChesney

Podcast:

• Episode 115: Supercommunicators with journalist Charles Duhigg

Video:

• Big Think+ interview with Cal Newport

Statistics:

• Remote work productivity increases 22% on average when properly managed and supported
• 80% of team members select flexible scheduling over additional compensation when given the choice