"It Almost Gives Me Chills": Carrie’s Lessons in Leadership
Carrie Coghill, CEO of Coghill Investment Strategies, recently joined James Collins, Head of Business Development at Kestra Financial, during Kestra's 2026 Ascend conference. In their interview, Carrie reflects on the valuable lessons she’s learned and why she shares those lessons with other advisors. Embracing Fail Thee Well’s theme of vulnerability, Carrie also shares a career turning point that highlights the importance of effective communication and mindful interactions. These two essential elements have become key to Carrie’s leadership style, fostering a culture of trust and collaboration within her firm.
Building Your Team to Develop Growth for the Firm
Watch the episode to hear how vulnerability, effective communication, and passion can drive success and foster meaningful connections. You’ll discover how Carrie sustains motivation and commitment in her firm, often finding roles that align with her team’s individual passions.
Check out this podcast below to see:
- How a turning point changed Carrie’s management style
- What Carrie needed to grow and develop her firm
- What to remember as you move forward in the industry
- Why getting the “buy-in” from your team is important
- The challenges of being a leader and business owner
