As chief executive officer, Angela leads the global executive team steering them toward a common mission of delivering state-of-the-art technology to clients of all sizes worldwide. Her personal goal at Advicent is to perfect the customer experience and create extremely satisfied, life-long clients as well as develop a team of first-in-class leaders across the business.
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I recently had the pleasure of speaking with Huffington Post to discuss my background and experience as a business leader in the financial technology industry.
In April 2017, I was honored to take on the new responsibility of becoming the chief executive officer of Advicent. With a majority of my career experience in software, I was excited to take on this new challenge as the leader of the passionate and extremely talented Advicent team.
I've had many experiences and met many admirable people throughout my career that have shaped my leadership and communication style. In this Q&A with Huffington Post contributor Laura Emily Dunn, I share some of my career experiences, important lessons learned, and my advice for other professionals as they grow their careers.
Women in business Q&A with Huffington Post
How has your life experience made you the leader you are today?
My parents primarily — more than anyone or anything else — have shaped my leadership style. My mother always had a strong work-ethic and dedication to the family. Throughout my childhood, she held multiple jobs to make ends meet and contributed in many ways to ensure we never went without. This taught me perseverance and teamwork. We were in it together as a family, and we all played an important role.
What have the highlights and challenges been during your tenure at Advicent?
Highlights for me come in the form of daily experiences from our clients (financial advisors across the nation) and their clients. When our frontline team can share experiences where our products helped an advisor to help an individual client or family achieve a lifetime goal, or manage through a difficult situation, that is most notable to me.
What is the most important lesson you've learned in your career to date?
Be authentic. For me that means a few things. First, I believe you can relentlessly pursue excellence and success while also being kind and considerate. Niceness does not mean weakness. Bold leadership can still include a sense of caring and fun. Next, I tell it like it is. I am a direct communicator and everyone knows where I stand. I expect direct, transparent communication back. We will all waste time and energy if we are not direct in our communication. Finally, know what matters to your customer. Whether internal or external, know what is in it for them. Keep their success top of mind and work toward that each day. Their success will beget yours.
What do you want Advicent to accomplish in the next year?
The FinTech and overall financial industry is very dynamic right now. Many macroeconomic trends are influencing our operating environment. At Advicent, we must execute. That means a focus on customer success, protecting our position as the premier financial planning solution, and to continue to bring innovative solutions to the market. At the end of the day, we want to positively impact the financial futures of the millions we serve and have some fun along the way.
-- To read the full Q&A via Huffington Post contributor Laura Emily Dunn, click here.