The G2 Leadership Institute: Preparing the Future Leaders of the Financial Advisory Industry

Program Selection

Thank 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 or on a “short track” to becoming a partner
  • In a Lead Advisor/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’s leadership with a mentor within the firm (e.g., CEO, Managing Partner, COO, President) who is willing to support the participant and help with some of the assignments
  • Dedicated to participating in the program for its full duration of two years

Please fill out the application form below and we will be in touch shortly.

Best regards,

The G2 Institute Team

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.

Program Application

    All fields required.

    Applicant Information


    Title and Credentials

    Contact Information


    Please provide a link to your online biography.

    Firm Information

    Firm Name

    Firm Location

    Firm Size


    Will your firm sponsor you to attend the program or reimburse payment?

    Who is your firm’s Accounts Payable contact?

    Fidelity Firms

    Are you a Fidelity firm (i.e., custody or other with Fidelity)?

    Who is your Fidelity Relationship Manager?


    Do you have a mentor in your firm, i.e., someone in a high-level leadership position willing to help you apply the learning of the program to your day-to-day?

    Applicant Background

    Please provide 2-3 sentences or bullets.

    Job Responsibilities

    Please describe your primary responsibilities in the firm.

    Program Goals

    What are you hoping to achieve by participating in the G2 Leadership Institute?

    Career Goals

    What are your goals for your career?

    Leadership Experience

    What is your experience with leadership to date?

    Current Responsibilities and Confidence Level

    Please share how confident you feel in your current ability to (Scale is 1-10 including NA where 1 is lowest and 10 is highest):

    1. Participate in strategic planning for my firm

    2. Manage a team

    3. Coach and mentor colleagues

    4. Contribute to the business development efforts of my firm

    5. Attract new clients to the firm

    6. Analyze financial and operational performance metrics for my firm

    How Did You Find G2?

    How did you learn about the G2 Leadership Institute, and what influenced your decision to apply?