Barron's Advisor Stephanie Gularte: How Advisors Can Foster Loyalty on Their Teams
Sep 30, 2025
In this insightful discussion, Stephanie Gularte, Executive Director of the Women's Leadership Alliance, emphasizes the significance of trust and belonging in team dynamics. She shares strategies for fostering employee loyalty through clear career paths and shared values. Stephanie also highlights the impacts of workplace culture on retention and engagement, addressing reasons for employee disengagement. With a focus on coaching and the unique challenges women face in finance, she outlines actionable steps for creating a high-functioning, supportive team environment.
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Theater Shaped Her Team Playbook
- Stephanie Gularte draws on her theater and nonprofit background to shape her team approach.
- She says collaborative theater practices taught her how trust and belonging drive workplace well-being.
Belonging Breakdowns Are Often Silent
- Belonging issues often stem from feeling unsafe to speak up or from being different.
- Leaders must proactively include newcomers and those on the margins to prevent quiet exits.
Run A Team Values Workshop
- Hold a team workshop to define team-specific values and what success looks like.
- Revisit those agreed metrics quarterly to keep the team aligned and accountable.