Mark C. Franczyk, CFP®, is Chief Executive Officer of Christopher Street Financial and a member of the G2 Leadership Institute Class of 2023. Since completing the program, Mark has stayed closely connected to the G2 community, including as a mentor to
current participants. We sat down with him to hear how his own G2 experience
continues to shape his leadership at Christopher Street, what he’s observed mentoring the next generation of G2 leaders, and why he believes the mentor-mentee relationship
is one of the most valuable parts of the program.
Ensemble Encounters: A Q&A with Stacey McKinnon on Mentoring and Coaching
We caught up with G2 Alum and current G2 Coach, Stacey McKinnon, to discuss human capital, including employee engagement, coaching and mentoring, as well as her role in the G2 program.
Ensemble Encounters: A Q&A with Heath Alloway on Business Development
Heath Alloway, Director with Upstream Academy, recently met with the G2 Leadership Institute’s Class of 2024 in Austin, TX to help demystify business development and provide tips to make it more approachable.
PULSE OF THE INDUSTRY: GROWTH IS THE WORD
During the start of 2024, advisory firms are experiencing positive growth in assets under management (AUM), client relationships and staff size.
PULSE OF THE INDUSTRY: FOCUS ON FUNDAMENTALS
The results of Ensemble’s Pulse of the Industry 2023: Mid-Year Survey are in and the message from participating firms is it’s time to focus on fundamentals.
PULSE OF THE INDUSTRY: START OF THE YEAR 2023
In this latest edition of Pulse, we surveyed the G2 Leadership Institute community of firms on where they currently stand at the start of 2023. Read the key takeaways and register for a full copy of the report.
Ensemble’s Latest Industry Research Spotlighted by Bob Veres
Bob Veres digs into our latest Consumer Report and Pulse of the Industry benchmarking survey to unpack how the data speaks to the challenges facing financial advisors as the industry emerges from the pandemic.
Pulse of the Industry: Start of 2022
In this latest edition of Pulse, we surveyed the G2 Leadership Institute community of firms on where they currently stand at the start of 2022. Read the key takeaways and register for a full copy of the report.
How Consumers’ Choices Differ
Among consumers with over $100,000 in income, “Who can I trust?” is the fundamental question all investors ask. That said, there are significant differences in who they ask this question to based on their wealth, age, gender and sources of wealth.
Why People Fire Advisors
Though most consumers have never worked with an advisor, the advisory industry has already managed to disappoint close to a quarter of its potential clients—those who’ve had an advisor, left and never come back.
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