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.

Look to the Stars

The top 20% of professionals in any firm are likely responsible for 80% of the growth opportunities, 90% of the implemented ideas and positive changes and 100% of the culture of excellence. If you want your firm to be great, the key to excellence is to channel the energy of your top players.

Next-Gen CEOs Take the Wheel

Developing young leaders, empowering them to steer the ship and then, most importantly, letting go and putting the wheel in the hands of this next generation is the key to meeting the succession challenges facing G1 founders. Several of our G2 alumni were spotlighted in a Barron’s article focusing on the industry’s next-gen CEOs.

Pulse of the Industry 2021 Midyear Survey

Pulse of the Industry: 2021 Midyear Survey

As we begin to return to a sense of normalcy in the wake of COVID-19, we surveyed the G2 Leadership Institute community of firms on where they currently stand halfway through the year. The results are in, and we invite you to download the full Pulse of the Industry: 2021 Midyear Survey.

happy multigenerational family

When Less Is More

Time and again, even the largest and best run advisory firms refuse to declare any specialty or client profile and instead go in search of a generic investor of wealth. If advisory firms want to help their G2 advisors become better business developers and accelerate their own growth, they need to take a more differentiated approach focusing on specific target markets.

man anxious about his firm's succession plan

Succession Anxiety Disorder

Succession plans that stretch into the distant future may not bring much clarity. In fact, they may work against you, killing your willingness and ability to act. Here is some advice on how to overcome the paralysis of succession anxiety disorder.

Pulse of the Industry: Start of 2021

Understanding how the industry has been impacted by COVID-19 and the accompanying dramatic shifts in behavior, politics and society that we have seen in its wake is crucial as we continue to build our plans for 2021. Toward this effort, we invite you to explore the results of our most recent Pulse of the Industry survey.

Survival of the Happiest

Financial advisors are exceptionally talented at reaching out to clients and asking them how they feel. Unfortunately, we often forget to do the same with our teams. We did a quick survey of advisory firms and found that virtually every single firm had reached out to its clients with multiple letters and phone calls during the pandemic. But almost no CEO penned a letter to employees.