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Managing Your Practice


Jul 19, 2024

Mark Johnsen, CEO of Wealth Architects, and Rob Greenman, Chief Growth Officer of Vista Capital, both live, breathe, and bear the responsibility in their respective firms for managing growth, and with it, creating a culture and sales cycle that fosters a business development mindset. They talk through their leadership styles and some of the ways their firms are driving behaviors on their team, including incentives like compensation, encouraging healthy competition, and promoting psychological safety, all with the goal of creating a level of influence with their prospects and clients.