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THE CEO MINDSET

How can advisory firm leaders breakout of unproductive patterns and create the right environment a high performing team to deliver sustainable growth?

The CEO Mindset™ is a six-month learning journey for advisory leaders that supports the development of knowledge and skills in four critical areas: strategic planning, team communication and accountability, team development, and leadership development. Advisory leaders engage in a hands-on experience that sharpens their leadership skills and better equips them to develop a high performing team. 

KEY FACTS

 51% of advisory leaders have had no management or leadership training

Building an enterprise firm capable of sustainable growth requires the right mindset and leadership skills

High performing human capital teams have 78% higher revenue and 54% higher AUM than peers

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KEY DELIVERABLES

•    Evaluate their current practice
•    Establish strategic priorities and set goals
•    Think strategically about the client experience
•    Develop a game plan for enhancing team communication
•    Foster accountability and assess delegation
•    Assess and develop team talent
•    Create a strategic plan for sustainable growth

THE CEO MINDSET PROGRAM

4 major areas of study, with 14 underlying modules that speak directly to the challenges faced by financial advisory teams and their leaders.

MODULE 1

Strategic Planning

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MODULE 2

Team Communication & Accountability

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MODULE 3

Team Development

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MODULE 4

Leadership Development

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