True Ensemble™ Data Insights 2024 Conducted by BlackRock® and The Ensemble Practice | Organic Growth Report REGISTER FOR ORGANIC GROWTH REPORT Register below to receive the first results from the True Ensemble™ Data Insights 2024 Conducted by BlackRock® and The Ensemble Practice. Fields marked with an asterisk(*) are required. Registrant Information Name* Firm and Title* Contact Information* Δ
Mark Franczyk
Being a part of the G2 Program has been an incomparable experience marked by immediately applicable, practical training, sincere mentorship from industry leaders, and access to a peer network of impressive alumni. The program has made me a better strategic thinker, a more effective manager, and a more capable leader as I look to build my team for continued growth and future success.
Erica Yount
The program helped me think more broadly about my role in my company and ways I could be impactful. Through practical application of session topics in small group settings, concepts were meaningfully explored and implemented. The program teaches you to think beyond your current role in ways you may not have considered previously.
Lauren Oschman
I became our CEO of our firm during Year 2 of the program. With my knowledge base from G2, I’ve been able to cut to the root of many issues and bring productive solutions to the table. The unexpected benefit, though, is in the network of colleagues and industry-leading firms who will all take my call and provide their insights whenever I need some perspective.
Timothy Admire
The G2 Leadership Institute was truly a game changer for me. As a new partner in an RIA and as someone who is dedicated to learning, growing, and always being an asset to my team, this program provided all of the baseline knowledge that I needed to get a jump start on the next phase of my career. I often tell people that the program is basically an executive MBA program for the RIA industry, covering everything from ownership considerations, compensation philosophy, organization structure, leadership skills, and everything in between.
Stacey L. McKinnon
My career and contribution to Morton Wealth has been accelerated by surrounding myself with people who have inspired me to be better, think differently and strategically improve my business. I’ll be forever grateful to the G2 program for giving me the opportunity to learn in this way.
Mark Wernig
I was motivated to apply for the G2 program because I hoped to harness more than 50 years of combined RIA leadership, management, and growth experience in two industry proven professionals like that of Philip Palaveev and Tim Kochis. Having now completed the program, I wholeheartedly believe that the experience was as professionally valuable as my MBA.
The G2 Alumni Network
We look forward to extending the learning and relationship opportunities provided by the G2 Leadership Institute with the G2 Alumni Network.Program OverviewYou graduated from the G2 Leadership Institute. Now what? We hope you will join us by staying connected with the more than 350 G2s who have gone through the program. Together you represent over 200 firms, serve more than 815,000 clients and manage over $2.1T in Assets Under Management (AUM). You are a remarkable group. We are excited to provide you with new opportunities to grow and stay connected.G2 Alumni WebcastsA cornerstone of our Alumni Network is our webcast …
Pulse Survey
Pulse of the Industry Survey Results Pulse of the Industry Every six months, we reach out to participants and alumni of our G2 Leadership Institute to complete the Pulse of the Industry benchmarking survey. While most benchmarking surveys report on industry trends with a lag of eight to ten months, Pulse is designed to take a quick snapshot of the last half year and report the results back within 30 days so that firm leadership can incorporate its insights into their strategic planning efforts. Tracking metrics such as AUM, client relationships, growth targets, staffing development and equity transactions, Pulse helps …
Consumer Report
How Investors Choose 2025: Understanding How Consumers Select a Financial Advisor Report Overview Consumers seek the help of a financial advisor for a variety of reasons, from specific events that have financial implications requiring expertise and experience to navigate, to an abstract but growing concern over their ability to achieve what they want in life. The Ensemble Practice LLC surveyed 1,022 randomly selected investors with personal pre-tax income of $100,000 or more to shed some light on a key question: How do investors choose their financial advisors? To receive a copy of the full 2025 Consumer Report How Investors Choose, …