How Mark Succeeded in Transitioning into the CEO Roll, and the Support he Got From His CEO and Team.

Mark Steffe, the CEO of First Command Financial Services, leads with love and believes that success comes from putting your mission first. He also talks about his leadership principles and the company's commitment to military families. They guide military families to financial security and measure their success by what they give back. In 2022, they provided 30,000 financial plans and donated 7% of profits to military charities. First Command encourages team members to lead by example and donate time and resources to help military families.

0:00 Intro
1:03 About Mark and First Command Financial Services
3:04 How Mark was attracted to lead the organization
5:20 The 3 types of recommendations clients receive
10:01 Mark's different roles at various levels of leadership
15:39 The value of frequent, repetitive communication
17:12 The mission makes communication easy
21:29 Being COO vs. CEO
26:36 The CEO Acclimation Meeting
31:36 Where to connect & learn more about First Command Financial

Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community.

https://strategy-and-leadership.mn.co/

► Subscribe to our channel for weekly videos on strategy & leadership:    / @smestrategyinc  

➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/samp...

// Connect with us:

► Contact us: https://www.smestrategy.net/contact

► Connect with Anthony on LinkedIn:   / anthonyctaylor604  

// About SME STRATEGY CONSULTING:

SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic...

► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JK...

► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/