G2
Hear what our distinguished graduates have to say about their experience in the G2 Leadership Institute.
Testimonials
Eric Kittner, CPA, CFP®
CEO and Chairman of the Board
Moneta, G2 Class of 2017
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.
Kelli R. Kiemle, AIF®
Director of Marketing and Client Experience
Halbert Hargrove, G2 Class of 2018
Participating in G2 was a turning point in my career – it forced me to take a hard look at my future and my place within my firm. The program forced me to learn new skills, helped me build confidence, and allowed me to determine that my different perspective was valuable in an industry that needed more of a human touch. I love that I now have a sounding board of advisors to bounce ideas off of too! This program is a must for those that are looking to take the leap to leadership!
Annie McCauley, CFP®
Senior Vice President, Family Wealth
Sequoia Financial Group, G2 Class of 2020
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.
Stacey L. McKinnon, CFP®
Chief Operating Officer
Morton Capital, G2 Class of 2020
My career and contribution to Morton Capital has been accelerated by surrounding myself with people who have inspired me to be better, think differently and strategically improve my business. I’ll be forever grateful to the G2 program for giving me the opportunity to learn in this way.
Cecilia T. Williams, CFP®, AIF®
Director of Investment Operations/CCO
Halbert Hargrove, G2 Class of 2017
It was great to be a part of an advisor-specific community focused on the leadership and succession of next generation talent. The curriculum addressed many of the core issues RIAs face as they grow, and it was helpful to be able to implement what I learned immediately within my firm. It was challenging and thought providing and I would recommend to any firm that is serious about succession.