We look forward to extending the learning and relationship opportunities provided by the G2 Leadership Institute with the G2 Alumni Network.Program OverviewYou graduated from the G2 Leadership Institute. Now what? We hope you will join us by staying connected with the more than 350 G2s who have gone through the program. Together you represent over 200 firms, serve more than 815,000 clients and manage over $2.1T in Assets Under Management (AUM). You are a remarkable group. We are excited to provide you with new opportunities to grow and stay connected.Alumni MeetingThe G2 Alumni Network gathers each year with a focus …
Pulse Survey
Pulse of the Industry Survey Results Pulse of the Industry Every six months, we reach out to participants and alumni of our G2 Leadership Institute to complete the Pulse of the Industry benchmarking survey. While most benchmarking surveys report on industry trends with a lag of eight to ten months, Pulse is designed to take a quick snapshot of the last half year and report the results back within 30 days so that firm leadership can incorporate its insights into their strategic planning efforts. Tracking metrics such as AUM, client relationships, growth targets, staffing development and equity transactions, Pulse helps …
Consumer Report
How Investors Choose 2025: Understanding How Consumers Select a Financial Advisor Report Overview Consumers seek the help of a financial advisor for a variety of reasons, from specific events that have financial implications requiring expertise and experience to navigate, to an abstract but growing concern over their ability to achieve what they want in life. The Ensemble Practice LLC surveyed 1,022 randomly selected investors with personal pre-tax income of $100,000 or more to shed some light on a key question: How do investors choose their financial advisors? To receive a copy of the full 2025 Consumer Report How Investors Choose, …
Heather Welsh
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 Rabia Sattaur Director, Practice Management & Consulting Fidelity Institutional®, G2 Class of 2024 Ensemble has created a meeting place for driven professionals committed to achieving great things, serving their clients better, and having access to a safe space to learn, think differently and be inspired by others. Whether someone is new or a veteran in our industry, there is something for everyone including access to experts, insights and mentors willing to meet you where you are and help you become the change you want …
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.