A decade of partnership reveals patterns that shorter engagements might never surface: the shift from practice to firm, from producer to owner, from tactics to architecture. In this installment of Ensemble Edge, Brandon Odell reflects on ten years working alongside Northwestern Mutual’s top firms and the hard-won lessons on structure, leadership, and growth. Read on for his take on what separates firms that scale well from those that stall.
G2 Leadership Institute | A Mentor’s Perspective: Watching the Next Generation Step Into Leadership
Leadership isn’t taught in a single workshop. It’s developed through experience, reflection, and
guidance. At its core, the G2 Leadership Institute is about transformation: helping advisors see
beyond their individual roles and think like firm leaders.
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.
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.