Ensemble has created a meeting place for driven professionals committed to achieving great things, serving their clients better, and having access to a safe space to learn, think differently and be inspired by others. Whether someone is new or a veteran in our industry, there is something for everyone including access to experts, insights and mentors willing to meet you where you are and help you become the change you want to see and be in our industry!

The greatest value I gained from attending the G2 classes was the opportunity to build meaningful relationships with peers across the US… I’ve been able to integrate several of the materials and strategies into my own coaching and strategic planning sessions…If you’re considering taking the class but are unsure whether you have the time or if it’s worth it, my advice is to go for it. You’ll gain invaluable insights not only from the class and facilitators but also from your fellow classmates. It’s definitely time well spent.

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.

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.

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.

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.

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.

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.