Leading From the Bottom Up and Managing Relationships Amidst Growth

Lessons from a strong leader apply to every managerial role. Whether you oversee employees, advisors, clients, or whomever, the principles of management are universal. Wendy Hartman, President of Buckingham Strategic Wealth, is no stranger to practicing what she preaches, applying the same leadership and communication skills to her advisors as she expects advisors to do for their clients.

Before she led advisors through client relationships, Wendy was establishing relationships of her own. Eventually, after time spent as a credit analyst and a Master’s Degree in Finance, those relationships landed her a role in wealth management. There, Wendy worked hands-on with clients for the first time, learning to serve clients well and truly understanding the importance of being a fiduciary. That time spent with clients and career-long friendships also introduced Wendy to Buckingham.

“Throughout all of the different positions I’ve held, it’s always been a focus on the clients and serving clients well, and I would just really credit all of those different experiences to really being able to then connect with all the clients I’ve served over the years.” ~ Wendy Hartman

In this episode, Wendy talks with Steve about the value of friendship, how Wendy’s relationship framework guides her philosophy on managing teams and clients through periods of growth, how to build and maintain a positive work culture, invaluable strategies for avoiding conflict, and the one career lesson Wendy wishes she’d learned earlier.

 Connect with our hosts

 Subscribe and stay in touch

The contents of any report published herein are for informational and educational purposes only. The articles are not to be construed as investment, tax, financial, accounting, or legal advice. Individuals should seek independent advice from a tax professional based on his or her individual circumstances.

The analysis contained in any publication published or otherwise disseminated by Buckingham Strategic Partners (BSP) on this site is based on the data available at the time of publication which may become outdated or otherwise superseded at any time without notice, and the opinions of BSP. Certain information contained therein is based upon third-party sources, which BSP believes to be reliable, but is not guaranteed for accuracy or completeness. Neither the SEC nor any other federal or state agency or non-U.S. commission has confirmed the accuracy or determined the adequacy of information published or disseminated by BSP. Any publication or dissemination of information to the contrary is unlawful. Each reader acknowledges the contents published or otherwise disseminated by BSP is the sole property of BSP and any reproduction or distribution of such information, in whole or in part, other than for its intended purpose with credit provided to BSP, is prohibited. BSP reserves the right to remove, alter, edit, or adapt any third-party content published, contributed, or subject to applicable law.

By clicking on any of the links within the articles on this site you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party Web sites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them.