While Master Leaders have successfully built holistic wealth management businesses, they often still operate very much like lone rangers. Both day-to-day business operations and team dynamics tend to rely too heavily on them as leaders. Typically, these leaders are looking for help transitioning into a new role as CEO and developing more self-sufficient and interdependent teams with strong synergies. They also have begun to realize the importance of implementing a viable succession plan. Our Master Leader workshops help members build sustainable enterprise value while seamlessly shifting from running working groups to leading interdependent teams. Each quarter, advisors focus on goals and key learning objectives based on these concepts. Together with the workshop facilitator, the advisors will identify immediate actions to take to improve proficiency in each area.
last person joined yesterday
Are you sure you want to join this community?
Would you like to visit the community homepage now?
last person joined one month ago
last person joined 2 months ago
last library updated one month ago
EMERGING LEADERS PROGRAMEmerging Leaders share an entrepreneurial spirit and a commitment to improving both growth and efficiency, as well as reinvesting in their business. Often, these advisors have a particular focus on expanding services to provide a more holistic wealth management offering, along with team growth and development challenges. They have a vision of being the CEO of an enterprise and a desire to build interdependent teams, but need the guidance to get there. And above all, they are coachable, collaborative, selfaware, driven, and willing to be vulnerable.
Having successfully built large, robust wealth management enterprises, Enterprise Leaders have turned their focus towards key strategic decision-making such as clarifying their future role in the firm, scaling and creating capacity, ensuring the business’ sustainability, and maximizing their enterprise value. Often, they’re challenged when it comes to scaling and maximizing talent, skill and potential on their team. And they’ve begun to carefully think about the legacy they want to leave.Our Enterprise Leader workshops help members with proper and appropriate strategic decision-making. Each quarter, advisors will focus on goals and key learning objectives based on these concepts. Together with the workshop facilitator, the advisors will identify immediate actions to take to improve proficiency in each area.
last person joined 10 days ago
last person joined 2 days ago
last person joined 19 days ago
last person joined 5 days ago