The
The G2 Leadership Institute is a unique development program for the future leaders of successful advisory firms.
Program Overview
The G2 Leadership Institute is a two-year professional development program designed to hone the leadership and business management skills of advisors and operations professionals who are preparing to take on leadership and ownership positions within their advisory firms.
The program is built around the concept of teamwork and business simulation. Each program participant is assigned to a team of peers who together run a realistically simulated independent firm. The team manages the firm and makes decisions on the firm’s future vision, strategy, growth initiatives and human capital investment.
Take a look at an example business plan to see how program participants collectively make business decisions for their simulated firms.
Comprehensive Curriculum
Program curriculum focuses on the essential leadership knowledge and skills that advisory and operations professionals need to advance in their careers and contribute to the growth of their firms. Key areas of learning include the foundations of business management, career tracks and compensation, coaching and leading a team, creating a strategic growth plan, client management and business development. Spanning two years, the G2 Leadership Institute fosters ongoing dialogue and collaboration between program participants in a team-based format.
4 Strategic Plans
Participants draft three business plans and a presentation to the board for their simulated firm.
Sample
Top Firms, Top Professionals
Over 350 participants representing the top RIA firms in the industry have enrolled or graduated from the program. The ideal firm has established an emerging generation of future leaders who already participate in management discussions and have exposure to managing staff and training other employees. G2 participants include lead advisors and wealth managers, operations leaders and marketing professionals.
Mark Franczyk
CEO
Christopher Street Financial, G2 Class of 2023
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.
Our graduates have gone on to achieve high levels of success in their careers and lead some of the industry's most innovative and successful independent advisory firms. We are honored to count them among the most vocal advocates of the program. Meet some of our most distinguished members of the G2 Community below and learn how the program impacted their personal career journeys.
Timothy Admire
President & CEO, Managing Partner
Willow Creek Wealth Management
Heather Robertson Fortner, MS, IACCP®
CEO
SignatureFD
Erik Kittner, CPA, CFP®
CEO & Chairman of the Board
Moneta
Diane Gabianelli, MBA
President & CFO
Parallel Advisors
Annie McCauley, CFP®
Senior Vice President, Family Wealth
Sequoia Financial Group
Stacey McKinnon
Chief Operating Officer
Morton Capital
Stephen Stelljes, JD, CFP®
Senior Wealth Advisor, President of Client Services
The Colony Group
Cecilia Williams, CFP®, AIF®
Chief Compliance Officer/Director of Investment Operations
Halbert Hargrove
Expert Instructors
The instructors and coaches of the G2 Leadership Institute are some of the industry's most prominent thought leaders. Following a team-based approach representative of an ensemble practice, each participant joins a team tasked with running a realistically simulated advisory firm. Teams are coached throughout the program by industry experts as they craft a series of business plans for their respective firms, targeting growth and tackling common issues that arise in the areas of organizational structure, compensation and culture.
Participant Profile
Participants who complete the program are well prepared to be future leaders of their firms. They know how to manage their personal growth trajectory while working within a team of partners, have advanced knowledge of business management practices and are capable of leading others and convincing them to follow. Most importantly, they understand how to contribute meaningfully to the growth of the firm.
Ideal program participants are accepted by their colleagues as future leaders and have the following characteristics:
- Owners or partners at their firms, or on the short track to becoming a partner
- In a lead advisor or wealth manager position, or similarly leading a team of staff within an area of the firm
- Involved in management decisions, including managing people and making resource decisions
- Sponsored by the firm leadership, with a mentor within the firm (e.g., CEO, Managing Partner, COO or President) who is willing to support them and help with some of the assignments
- Dedicated to participating in the program for its full duration of two years
The G2 Leadership Institute is listed as one of the 20 Best Conferences for Financial Advisors to Attend by Nerd's Eye View.