The G2 Leadership Institute provided me with the tools to propel my career to the next level. The perspectives on managing people, delivering feedback, compensation, and many other matters was beneficial to me in delivering more impactful performance reviews and clearly communicating compensation decisions. The program introduced me to a network of peers across the country to learn from formally & informally, many of whom I will stay connected with for the rest of my career as we continue growing as leaders.
Annie McCauley
G2 fast tracked the foundational knowledge necessary for me to successfully assume a larger leadership role within my organization, while providing me with an extensive peer network. This program is a transformational interactive training ground for next gen RIA leadership.
G2 Leadership Institute Application
The G2 Leadership Institute: Preparing the Future Leaders of the Financial Advisory Industry Program SelectionThank you for your interest in the G2 Leadership Institute. We are delighted you are considering the program, and we are confident that you will find it not only practical and impactful, but also thorough, insightful and engaging. In order to create the atmosphere and impact we seek, we are very careful in selecting our program participants. The ideal participant is a successful professional who is accepted by his/her colleagues as a future leader in the firm. He or she is: An Owner/Partner in the firm …
Testimonials
Hear what our distinguished graduates have to say about their experience in the G2 Leadership Institute.Testimonials 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. Mark Franczyk Erica Yount, CFA, CFP® Principal and Wealth Manager Modera …
Scholarships
Accelerating Representation of Underrepresented Communities in the Financial Advisory IndustryAbout the ScholarshipsThe Ensemble Practice is offering two scholarships for the G2 Leadership Institute to talented professionals from underrepresented groups whose firms may not have the financial resources to send them to the program. By eliminating financial barriers to participation in our two-year development program, we hope to improve diversity in the leadership of the industry and give smaller firms a chance to recruit their next generation.How to ApplyTo apply, please submit a one-page essay telling us about your background, how it has influenced your career and what you plan to …
Eric Kittner
The G2 program was highly impactful in my professional development. I not only benefited from the speakers and case studies as part of the program, but my incredibly talented G2 peers provided perspective on our business that has proven to be invaluable.
G2 Leadership Institute
The G2 Leadership Institute is a two-year program that trains future leaders of advisory firms on business topics that reflect today’s evolving marketplace. Participants experience realistic business simulations and learn how to set goals and create accountability. In addition to having access to industry leaders as program instructors, participants receive mentorship from industry professionals.
Business Consulting
We work with advisors to help them understand and address the issues and concerns most pressing to their business. Our services target strategic planning, equity management, organizational design, compensation and other key areas of practice management. Our creative approach is aligned with the firm’s vision and promotes a growth path of increasing value and competitive advantage.
Crisis Management
From our years of experience consulting with clients and collaborating with participants and alumni of the G2 leadership Institute, we have developed best practices around how to manage a financial advisory firm through a crisis. We invite you to watch our webcast series on crisis management, hosted by CEO Philip Palaveev and focused on the topics of financial management, effective communication and team morale.
Enterprise Partners
We provide our institutional partners with consulting services and specialized knowledge, working across all financial advisory channels to support the engagement and growth of the client advisory firms that our institutional partners serve.
Our work includes delivering business management consulting to their top advisors in multiple capacities: practical workshops and educational courses; presentations, webcasts, articles and tools; direct engagement in collaboration with the institution’s personnel; and professional development of the institution’s staff to understand the needs and dynamics of the modern advisory firm.
In each of our institutional partnerships, our objective is to expand the capabilities of the institution to service and attract top advisors, as well as to provide those advisors with meaningful direction in the effort to grow their businesses.