In this episode, Nathan and Ian discuss:

 

• Discovering essential qualities of effective leadership in any economic climate.

• Identifying your boundaries and learning the importance of seeking expert insight.

• Grasping the crucial role of trust-building and valuing connections in your professional life.

• Cultivating a team-competitive mindset and learning from past errors.

• Comprehending the importance of seeking balance and incorporating diverse perspectives.

 

Key Takeaways:

• Master the art of cultivating trust with clients and fellow team members.

• Delve into the search for harmony in business, sensory input, and personal well-being.

• Embrace the power of team competition as a springboard for collective achievement.

• Find ways to remain grounded and steadfast in the face of societal division.

• Learn why consistent leadership is pivotal in tackling unpredictable challenges.

"You want to be the person that the most talented people in the business, not just in your company, want to work for."

 - Ian Muir

About Ian Muir

Ian Muir is a seasoned financial professional who has spent more than three decades navigating the complex world of global finance. Ian's diverse background, including his Scottish and English heritage and his degree in English literature, has helped shape his approach to leadership and problem-solving. Currently serving as Senior Vice President and Managing Director of Advisor Services, Trading, and Operations at Charles Schwab, Ian has previously held multiple roles at Bank of America Merrill Lynch. His wealth of experience and unique viewpoints make him an engaging and insightful guest as he shares his thoughts on the importance of embracing balance and diverse perspectives. 

Connect with Ian Muir:

Website: https://advisorservices.schwab.com/content/ian-muir

LinkedIn: https://www.linkedin.com/in/ian-muir-8152705/

Twitter: https://twitter.com/Schwab4RIAs

Connect with Nathan Mersereau: 

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: nathan.mersereau@planningalt.com

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward, Suite 310

Bloomfield Hills, MI 48304

 

Show notes by Podcastologist: Chelsea Taylor-Sturkie

 

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.