Guest Spotlight: Danielle Learned
By Jack Sharry
About Danielle
Danielle Learned is the Chief of Staff and Head of Sales Execution at Horizon Investments. In addition to her duties at Horizon, she is pursuing an MBA at the University of North Carolina’s Kenan-Flagler Business School. Danielle’s position as a rising star in wealth management makes her uniquely qualified to offer her perspective on leadership and career advancement in the industry.
Check out Danielle’s page on LinkedIn to learn more about what she’s up to.
About Danielle’s Episode
After serving as a co-moderator with Danielle on a Money Management Institute (MMI) career panel, I invited her to continue our conversation about leadership on an episode of WealthTech on Deck. Here’s some of what Danielle had to say:
- Grit and intellectual curiosity are key to constant advancement.
- “Shut up and listen” – You might just learn something from the people around you.
- Asking the right questions is key to empowering members of your team.
- The future of financial advice lies in personalization and managing client relationships.
- Being two things at once is hard. Financial advisors need help balancing being both an advisor and an entrepreneur.
What did Danielle talk about?
Three key takeaways from Danielle’s episode:
Leadership is:
- Learned.
- All about listening.
- Truly caring about others.
How Danielle answered our favorite question:
What do you like to do outside of work that people might find interesting or surprising?
With a full-time job and all the homework that accompanies an executive MBA program, Danielle admittedly doesn’t have much free time. However, she shared one of her goals for this year: completing the Chicago Marathon in October. It’ll take some physical therapy, a solid training plan, and a good bit of that aforementioned grit – but the team here at WealthTech on Deck is confident that she can achieve her goal!
Listen to the episode to hear more of what Danielle has to say.
