{"podcast":{"title":"Financial Advisor Success","slug":"financial-advisor-success-1002597","podcast_index_feed_id":1002597,"rss_url":"https://fasuccess.libsyn.com/rss","website_url":"https://www.kitces.com/podcast/","image_url":"https://static.libsyn.com/p/assets/9/c/f/5/9cf5890398ef9d2d/Kitces_Podcast_Logo_-_UPDATED_-_LARGE.png","author":"Michael Kitces","episode_count":507,"summary":"The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd's Eye View at www.Kitces.com.","last_synced_at":"2026-09-16T02:19:49.350372+00:00","page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597"},"episode":{"title":"Ep 492: Getting Your (Virtual) Team's Best Work Through Steward Leadership On The Growth Path To $500M with Mary Chapman","slug":"ep-492-getting-your-virtual-team-s-best-work-through-steward-leadership-on-the-growth-path-to-500m-with-mary-chapman","published_at":"2026-06-02T11:00:00+00:00","page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597/ep-492-getting-your-virtual-team-s-best-work-through-steward-leadership-on-the-growth-path-to-500m-with-mary-chapman","show_page_url":"https://stenobird.com/podcast/financial-advisor-success-1002597","url":"https://fasuccess.libsyn.com/ep-492-getting-your-virtual-teams-best-work-through-steward-leadership-on-the-growth-path-to-500m-with-mary-chapman","audio_url":"https://media.blubrry.com/financial_advisor_success/traffic.libsyn.com/secure/fasuccess/FAS492_final.mp3?dest-id=395010","summary":"It takes intentionality to build a thriving hybrid workplace without losing accountability, culture, or client experience. In this FASuccess, Mary shares how she has successfully blended remote flexibility with high standards by applying the principles of steward leadership. Mary Chapman is the chief operating officer of Cummings Wealth Management Group, a hybrid advisory firm based in Charleston, South Carolina, that oversees $500 million in assets under management for 260 client households. In this episode, Mary shares how clear communication, defined expectations, and intentional workflows can create a stronger team culture while still giving employees the freedom and flexibility modern workplaces demand. We also talk about how her firm structures its hybrid work model, what has reduced the need for micromanagement, and how they ensure the client experience remains consistent no matter where employees are located . For show notes and more visit: https://www.kitces.com/49 2","meta_description":"It takes intentionality to build a thriving hybrid workplace without losing accountability, culture, or client experience. In this FASuccess, Mary shares…","key_points":[],"chapters":[],"topics":[],"duration_seconds":5421,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-492-getting-your-virtual-team-s-best-work-through-steward-leadership-on-the-growth-path-to-500m-with-mary-chapman/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/financial-advisor-success-1002597/ep-492-getting-your-virtual-team-s-best-work-through-steward-leadership-on-the-growth-path-to-500m-with-mary-chapman.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}