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.

Stay Tuned for Details on the Next G2 Class: Applications Open Summer 2024

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.

20 Virtual Webcasts

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

4 Strategic Plans

Participants draft 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.

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.


Lauren Oschman, CFP®, CDFA®

Partner and CEO

Vestia Personal Wealth Advisors, G2 Class of 2022

I became our CEO of our firm during Year 2 of the program. With my knowledge base from G2, I've been able to cut to the root of many issues and bring productive solutions to the table. The unexpected benefit, though, is in the network of colleagues and industry-leading firms who will all take my call and provide their insights whenever I need some perspective.

Lauren Oschman

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®



Erik Kittner, CPA, CFP®

CEO & Chairman of the Board


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.


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.


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

Stay Tuned for Details on the Next G2 Class: Applications Open Summer 2024

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.