About this episode

Mary Chapman discusses how to build a thriving hybrid workplace through steward leadership principles.

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

People in this episode

Host: Michael Kitces

Guest: Mary Chapman

Topics covered

• hybrid workplace
• steward leadership
• team culture
• remote work
• client experience
• accountability

Mentioned in this episode

Organizations: Cummings Wealth Management Group

Places: Charleston, South Carolina, $500 million, 260 client households

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