Ep. 488 - TNG Private Wealth COO, Jeana-Rae Kendall

Second in Command: The Chief Behind the Chief with Cameron Herold

In today's episode of the Second in Command podcast, Cameron is joined by Jeana-Rae Kendall, COO of TNG Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC.

In this engaging conversation, Jeana-Rae shares her journey from corporate America to the entrepreneurial world, offering a candid look at the evolution of her leadership style and the strategies that helped shape a thriving business. She discusses the unique mindset shift that occurs when transitioning between sectors, emphasizing the surprising realizations and lessons that come with stepping behind the curtain of business operations.

You'll hear how her team has built a cohesive and agile remote workplace, where onboarding, accountability, and communication are thoughtfully structured for both efficiency and adaptability. Discover how personal assessments and intentional hiring play a role in aligning company culture, supporting autonomy, and creating a highly collaborative environment.

This episode also highlights how growth challenges leaders to develop new skills, particularly in the areas of sales and marketing, and what it means to guide rather than micromanage.

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Enjoy!

In This Episode You'll Learn:

• The unique structure of the women-led team and TNG Private Wealth, as well as the benefits of having a diverse leadership perspective.
• Jeana-Rae's background, including her previous experience at a different brokerage firm and her decision to take a career break during COVID.
• TNG's onboarding process for new employees, which includes a structured first week to provide a comprehensive overview of the company.
• The restrictions on marketing and sales communications in the financial services industry and how the team manages within these constraints.
• The importance of accountability and the role of the COO in fostering a culture of responsibility and performance.
• And much more...

Resources:

Connect with Jeana-Rae: Website | LinkedIn

Connect with Cameron: Website | LinkedIn

Get Cameron’s latest book – "Second in Command: Unleash the Power of Your COO"

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