Our Programs

Team Development

  • Team Academy
  • Team Days
  • Team Formation:
    • Teams What Makes Them, What Breaks Them
    • The Five Elements of Role Clarity
    • Team Health: Work/ Life Balance
  • Driving Team Diversity
  • Succession Planning for Advisors
  • Team Compensation

Leadership Development

  • The Six Disciplines of Leadership
  • The Power of Purpose
  • Recruiting & Retaining Women Advisors and Managers
  • Transition Management Consulting

Practice Management

  • Elevate Your Practice (EYP)
  • Client Service:
    • Creating Referrals & Advocates Climbing Light: Creating Capacity To Grow
  • Pricing Your Value
    Transitioning to a Fee-Based Advisory Practice
    Time Management: Why Smart People Under-Perform

New Business Development

  • Ready, Set, Grow: Advanced Growth Workshop
  • Value Proposition: Finding Your Voice
  • The Power of Branding

Coaching & Consulting