Why Playing Too Small Is Stopping Your Finance Career Growth with Kristie Edling-Day

Welcome to UNLEARN, the podcast where we will discuss the transformative journeys, innovative tactics, and the pivotal mindset shifts necessary for authentic progress and development. Today, I'm thrilled to welcome Kristie Edling-Day, the current Executive Vice President and Chief Information Officer of Advisor Technology at LPL Financial, and former Principal and Chief Information Officer at Vanguard, a pioneer in strategic development and information management.

Kristie is not just a leader; she also loves helping young professionals grow and bringing new ideas to different industries. The book ‘Innovate to Elevate: Transforming Markets and Minds in Southeast Asia’ explores groundbreaking insights, offering valuable strategies for those aiming to drive change in technology and business.

Kristie has worked in the Financial Services industry for over 18 years, helping improve technology and develop new products. At LPL Financial, she manages Client Works, a platform that helps over 20,000 advisors with important tools for handling accounts, investments, trading, advisory programs, and compliance. She also leads LPL’s strategy for AI, making sure the company and its advisors have access to the latest in what technology can do both for efficiency and growth.

Key Takeaways:

• Growing Businesses Worldwide: Kristie shares how to expand companies across different countries.  
• Facing Challenges: Tips on handling problems in fast-growing industries.  
• Learning and Adapting: Why being open to change and unlearning old ways helps with innovation.  
• Using Personal Experience: How Kristie solves problems based on her own challenges.

Additional Insights:

• Smart Strategies and Strong Operations: Kristie explains how these key skills can change industries.  
• Succeeding in Fast-Growing Markets: How to handle challenges in quickly expanding businesses.  
• Turning Experience into Innovation: How Kristie uses her own experiences to create better business solutions.

Get ready for an insightful talk with Kristie Edling-Day on bringing fresh ideas into business strategies and building a culture of innovation and growth.

Episode Highlights:

[00:37] - Episode Introduction

"Systems like LPL’s ClientWorks platform are so important and they help over 20,000 advisors manage their work more effectively and stay compliant. "

[01:35] - Guest Introduction: Kristie Edling-Day.

“I did not join Vanguard thinking I wanted to be an executive in technology."

[05:20] - Turning Point in Career Growth Choices and Embracing Uncertainty.

“On my first day at the new job, I realized that I didn't really know the boss or even the names of all the divisions in the company."

[10:05] - Nurturing Passion and Building Effective Leadership Teams

"What are the things you were doing when you chose to stay late, didn't mind, and in fact, were excited or couldn't wait to get up the next day?"

[16:28] - Adjusting to New Roles and Unlearning

"I think it is one of the most profound realizations that two organizations can think about roles and define them very differently."

[24:05] - Discovering Aha Moments in Personal Growth

"Some of the things that helped you, like those aha moments? Now that you have new clarity, what are you doing differently?"

[28:54] - The Need for Unlearning in Industry...