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
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: 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.
The Foundation of a Successful Team: Meet the G2 Coaches
We had the opportunity to sit down with our G2 coaches so you can get to know a bit more about them for yourselves.
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.
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
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.
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.