EP184 - The Art of Financial Advising for the Modern Era with Kylie Felker
In this episode of The Impact Driven Leader, Tyler Dickerhoof sits down with Kylie Felker, President of Foster Victor Wealth Advisors, to explore the power of relationships in building a successful wealth management firm.
Kylie shares her journey from accounting graduate to leading a multi-billion dollar advisory firm, emphasizing the importance of face-to-face interactions and fostering client relationships.
They discuss generational shifts in finance, navigating client needs, and the future of wealth management in a changing economic landscape. Kylie also offers valuable insights on legacy planning and hiring the right team to build long-term success.
Whether you're in finance or any business built on relationships, this episode is packed with actionable advice on leadership, team building, and client service.
Meet Kylie Felker
As the President of Foster Victor, Kylie leads the strategic direction of the firm and encourages innovative ideas to provide world class planning. She ensures proper allocation of resources to create successful relationships and fosters the professional development of the FV team through short-term and long-term goal planning. Her favorite part of her job is being surrounded by a team of hard-working and thoughtful professionals who inspire her every day.
Kylie also serves as the Chief Compliance Officer, shaping policies and procedures that evolve to reflect the financial industry’s ever-changing regulatory requirements.
Kylie graduated from Furman University with a B.A. in Accounting and has since been a member of their Young Alumni Council. She was awarded the Certified Regulatory and Compliance Professional Designation by The Wharton School of the University of Pennsylvania in 2017 and completed her Executive MBA at the University of North Carolina in 2022.
Kylie is passionate about community engagement and giving back to the greater Greenville community. In addition to giving time as a mentor and advisor to female entrepreneurs, she serves on the board of Opportunity South Carolina. She is also a board member with Greenville Local Development Corporation, an organization that strives to stimulate Greenville’s growth and community development through catalytic & economic projects.
While she is hoping to discover a hidden talent for knitting in 2024, Kylie’s favorite hobby is enjoying a great meal with family and friends. She and her husband Justin, and son Aiden, love traveling to new restaurants in Greenville and abroad to enjoy diverse foods and experiences.
IN THIS EPISODE WE DISCUSS:
00:00 Introduction
02:01 Transitioning Into Finance
04:00 Relationships In The Workplace
08:12 Attracting Older Generations In Business
11:03 Way Forward In Change
17:39 Navigating Client's Needs
21:19 Finding The Right Employees
25:40 Dealing With Misogyny In The Industry
31:12 Vulnerability & Better Leadership
36:12 My Core Values & Implementating Them
47:12 Hiring At Foster Victor
48:19 Challenges I Face
Resources, books, and links mentioned in this episode:
Connect with Kylie:
https://www.instagram.com/kfek5
https://fostervictor.com/the-firm/team/
https://www.linkedin.com/in/kyliekotowskifelker
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About the Impact Driven Leader Podcast
The Impact Driven Leader Podcast, hosted by Tyler Dickerhoof, is for Xillennial leaders who have felt alone and ill-equipped to lead in today's world. Through inspiring interviews with authors from around the world, Tyler uncovers how unique leadership strengths can empower others to achieve so much more, with real impact.
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