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Financial Leaders & Principals

The Financial Management & Leadership Forum

As a financial business leader, what keeps you up at night?

Advisor turnover, a lack of new business, the retiring of seasoned advisors?

Schedule an Intro Coaching Call

Leader, visionary, coach, trainer, & mentor

 You do it all, but are you effective?

Effective leaders must have …

  • Have an instinctual understanding about human nature, and why people act the way that they do.
  • Be able to observe their people's behavior and analyze and respond to it in an objective, supportive, and constructive manner.
  • Encourage, enable and recognize their people for their performance.



The Management & Leadership Forum Teaches ...

  • Implement a process of identifying, recruiting and hiring ideal candidates for positions based on skills and experience.
  • Acclimate a new hire to the position in a manner that ensures his or her success.
  • Address concerns from a performance perspective while accomplishing two major objectives:
    • addressing the issue without impacting the employee’s self-esteem; and,
    • empowering the employee to course correct and improve his or her performance.

The Management & Leadership Forum Is Designed To ...

  • Build leadership bench strength.
  • Give greater meaning and impact to succession planning.
  • Increase cohesiveness and collaboration among cross-functional managers.
  • Demonstrate to key customers that continuous improvement is taken seriously.
  • Address real issues affecting your organization.
  • Make the most of currently unexploited corporate opportunities.

It's an approach built on sound research, revealing assessments, interactive instruction, digital innovation, team reinforcement, break-through strategy and professional coaching.

The Road to Excellence

6 Leadership Strategies to Build a Bulletproof Business

Discover what stands between your company and organizational excellence

Download here
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Programs for Every Level of Financial Expertise