TheInstitute

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.

Apply Soon

Applications for the G2 class starting in January 2022 open on June 15, 2021.

G2 Application

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 In-Person Sessions

We bring together participants, instructors and industry leaders for four conferences over the two-year program.

21 Virtual Webcasts

Monthly high-impact webcasts cover key management and leadership concepts.

Download the G2 Program Guide

The G2 Program Guide details the curriculum, timeline and cost of class starting in January 2022.

Guide

4 Strategic Plans

Participants are tasked with drafting three business plans and a presentation to the board for their simulated firm.

1 Leadership Project

Each participant champions a project within their actual firm, aligned with the organization's strategic goals.

Download

The program guide details the curriculum, timeline and cost of the G2 class starting in January 2022.

G2 Program Guide
We invite you to watch the videos below for a preview of the program curriculum. “Vision” is one of the foundational modules of the first in-person session and discusses the importance of vision to a firm's strategic decision-making, culture and competitive position in the market. Our monthly webcasts feature key topics tied to our participants' immediate needs and challenges. “Communicating in Crisis,” part of our series on crisis management, was designed to provide participants with tools to manage the impact of COVID-19 on their firm’s goals, growth and client relationships.

In-Person Session: Vision

Webcast: Communicating in a Crisis

Top Firms, Top Professionals

Over 260 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.

Karen Salvatore

Karen K. Salvatore, CFA, CFP®

Senior Vice President, Financial Advisor

CAPTRUST, G2 Class of 2017

It’s very helpful to meet and share ideas with the next generation of leaders from firms all over the country. The simulation-based structure of the program enables us to work collaboratively with others to solve some of the challenges we currently face in our businesses.

Karen K. Salvatore

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.

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

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. Meet our team below.

    • Tim Kochis

      Tim Kochis

      Former CEO and Chairman of Aspiriant

      Read Tim's Bio
    • Susan Dickson

      Susan Dickson

      Principal at Private Ocean, Birkman Leadership Coach and adjunct professor at the Barowsky School of Business and Leadership at Dominican University of California

      Read Susan's Bio

    • The Ensemble Practice Professionals

      The Ensemble Practice is a premier business consulting firm for financial advisors.

      Meet the Team

    Scholarships

    In order to improve leadership diversity in the financial advisory industry, we offer two annual scholarships that cover the full cost of program tuition and accommodation to professionals from groups that are currently underrepresented in the industry. By eliminating financial barriers to participation in the two-year development program, the initiative aims to improve diverse representation in industry leadership.  We encourage anyone who comes from an underprivileged background to apply. This may include race, ethnicity, sexual orientation, gender and gender preference as well as socioeconomic circumstance.

    Learn more about diversity scholarships

    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

    Apply Soon

    Applications for the G2 class starting in January 2022 open on June 15, 2021.

    G2 Application
    Kitces Top Advisor Conference 2021 Badge

    The G2 Leadership Institute is listed as one of the 20 Best Conferences for Financial Advisors to Attend by Nerd's Eye View.