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Вміст надано Second in Command with Cameron Herold. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Second in Command with Cameron Herold або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Ep. 488 - TNG Private Wealth COO, Jeana-Rae Kendall

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Вміст надано Second in Command with Cameron Herold. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Second in Command with Cameron Herold або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

In today's episode of the Second in Command podcast, Cameron is joined by Jeana-Rae Kendall, COO of TNG Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC.

In this engaging conversation, Jeana-Rae shares her journey from corporate America to the entrepreneurial world, offering a candid look at the evolution of her leadership style and the strategies that helped shape a thriving business. She discusses the unique mindset shift that occurs when transitioning between sectors, emphasizing the surprising realizations and lessons that come with stepping behind the curtain of business operations.

You'll hear how her team has built a cohesive and agile remote workplace, where onboarding, accountability, and communication are thoughtfully structured for both efficiency and adaptability. Discover how personal assessments and intentional hiring play a role in aligning company culture, supporting autonomy, and creating a highly collaborative environment.

This episode also highlights how growth challenges leaders to develop new skills, particularly in the areas of sales and marketing, and what it means to guide rather than micromanage.

If you've enjoyed this episode of the Second in Command podcast, be sure to leave a review and subscribe today!

Enjoy!

In This Episode You'll Learn:

  • The unique structure of the women-led team and TNG Private Wealth, as well as the benefits of having a diverse leadership perspective.
  • Jeana-Rae's background, including her previous experience at a different brokerage firm and her decision to take a career break during COVID.
  • TNG's onboarding process for new employees, which includes a structured first week to provide a comprehensive overview of the company.
  • The restrictions on marketing and sales communications in the financial services industry and how the team manages within these constraints.
  • The importance of accountability and the role of the COO in fostering a culture of responsibility and performance.
  • And much more...

Resources:

Connect with Jeana-Rae: Website | LinkedIn

Connect with Cameron: Website | LinkedIn

Get Cameron’s latest book – "Second in Command: Unleash the Power of Your COO"

Get Cameron’s online course – Invest In Your Leaders

  continue reading

518 епізодів

Artwork
iconПоширити
 
Manage episode 499840431 series 3683234
Вміст надано Second in Command with Cameron Herold. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Second in Command with Cameron Herold або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

In today's episode of the Second in Command podcast, Cameron is joined by Jeana-Rae Kendall, COO of TNG Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC.

In this engaging conversation, Jeana-Rae shares her journey from corporate America to the entrepreneurial world, offering a candid look at the evolution of her leadership style and the strategies that helped shape a thriving business. She discusses the unique mindset shift that occurs when transitioning between sectors, emphasizing the surprising realizations and lessons that come with stepping behind the curtain of business operations.

You'll hear how her team has built a cohesive and agile remote workplace, where onboarding, accountability, and communication are thoughtfully structured for both efficiency and adaptability. Discover how personal assessments and intentional hiring play a role in aligning company culture, supporting autonomy, and creating a highly collaborative environment.

This episode also highlights how growth challenges leaders to develop new skills, particularly in the areas of sales and marketing, and what it means to guide rather than micromanage.

If you've enjoyed this episode of the Second in Command podcast, be sure to leave a review and subscribe today!

Enjoy!

In This Episode You'll Learn:

  • The unique structure of the women-led team and TNG Private Wealth, as well as the benefits of having a diverse leadership perspective.
  • Jeana-Rae's background, including her previous experience at a different brokerage firm and her decision to take a career break during COVID.
  • TNG's onboarding process for new employees, which includes a structured first week to provide a comprehensive overview of the company.
  • The restrictions on marketing and sales communications in the financial services industry and how the team manages within these constraints.
  • The importance of accountability and the role of the COO in fostering a culture of responsibility and performance.
  • And much more...

Resources:

Connect with Jeana-Rae: Website | LinkedIn

Connect with Cameron: Website | LinkedIn

Get Cameron’s latest book – "Second in Command: Unleash the Power of Your COO"

Get Cameron’s online course – Invest In Your Leaders

  continue reading

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