Financial advisors who hope to succeed as CEO need to employ a different mind-set and playbook, says Jeff Brown, the president and founding partner of San Diego-based Stratos Private Wealth, which oversees $1.7 billion for more than 350 high-net-worth and ultrahigh-net-worth clients. He urges leaders to build a next-gen set of team leaders and empower them so that they take on ever increasing responsibilities, including ultimately being the lead advisor for clients.
Tracing his own background, Brown says, “I started in financial…