Why Your Staff Isn’t Taking Ownership— And How to Change It Fast
Written by Andrea Bullard
If you’re like most Financial Advisors, you’ve probably fallen into this trap without even realizing it:
“More hours = More money.”
It feels logical. Work harder. Work longer. Push through.
But here’s the truth most Advisors learn the hard way:
Time freedom doesn’t come from more hours. It comes from
Staff who think like Owners—not Employees.
Why Most Advisors Stay Stuck
Here’s the disconnect:
Advisors expect their staff to give:
- 100% commitment
- Full ownership
- Maximum performance
But they provide:
- Minimum training
- Little trust
- Zero empowerment
It’s like planting seeds in your garden and then wondering why nothing grows—when you forgot to water it.
The Fix: Building an Ownership Mindset in Your Staff
The good news? You can flip this dynamic fast. Here’s how:
- Teach, Don’t Just Tell
→ Show them the why behind what you do, not just the what.
- Trust First
→ Give responsibility before they’ve “earned” it. You’ll be surprised how often they rise to the occasion.
- Reward Ownership
→ Celebrate initiative, not just results. Effort and creative problem-solving matter.
- Share the Vision
→ Make your team part of something bigger than themselves. When they see where the business is going, they’ll care more about helping it get there.
The Transformation That Follows
When you make these shifts, everything changes.
You create a team that:
- Solves problems before they ever reach you
- Thinks two steps ahead
- Treats your business like their own
And that’s when you finally step into:
- More money
- More freedom
- More peace of mind
Because you’re not just building a business anymore—
You’re building the business.
One that grows and runs without you, while you live life on your terms.
A Question for You…please share in the comments.
“What’s the #1 area where you wish your team would step up and take more ownership right now?”
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