The Advisor Summit Podcast
Welcome to The Advisor Summit Podcast, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniques shaping the future of financial advising.
Whether you're looking to scale your practice, enhance client relationships, or stay ahead of market trends, The Advisor Summit is your go-to source for expert guidance and actionable takeaways.
The Advisor Summit Podcast
Ep #9: Grow Your Team By Knowing Your Team
The Advisor Summit Podcast: Grow Your Team By Knowing Your Team - Ep. 9 Christina Gilbert
Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.
Today's guest is someone whose name carries serious weight in the world of advisor development, Christina Gilbert. As an advisor development coach, Christina has made it her mission to help financial business owners break through barriers, align their teams, and build firms that are both high-performing and future-focused.
With experience as a financial advisor herself, Christina brings unmatched empathy and insight to her coaching. Her work with advisors spans digital strategy, marketing, and practice management, all backed by frameworks from Strategic Coach, EOS, StrengthsFinders, and DISC. She's also a self-proclaimed technology junkie who knows how to turn systems into serious growth engines, streamlining planning, boosting accountability, and transforming how advisory teams operate from the inside out. Christina's leadership is powerful, practical, and deeply respected across the industry.
And today we're lucky to have her here.
Key Takeaways from this episode:
Clear Expectations Lead to Faster Growth: Christina discusses the importance of setting clear expectations in both professional and personal environments. Being transparent and clear is key to helping your team succeed and grow.
Delegation as a Growth Strategy: She emphasizes that as financial advisors grow their practices, delegating tasks and responsibilities is essential. Delegation helps create a stronger, more efficient team and allows advisors to focus on leadership and business development.
Building a Strong Team Culture: Christina shares the significance of understanding your team dynamics and how to leverage individual strengths. Hiring for culture fit and setting up proper expectations are essential for team success.
The Role of Technology: She highlights how tools like project management software can significantly improve team communication, accountability, and efficiency. Christina suggests using tools like Monday.com or Basecamp to help track tasks, goals, and team performance.
The Importance of Vulnerability in Leadership: Christina encourages leaders to lean into vulnerability and authenticity within their teams. Being genuine and fostering real connections strengthens trust and increases productivity within the firm.
At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.
Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.
With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.
Connect with Christina:
Contact us at: hello@trackthatadvisor.com