Building a Firm with Strong Organizational Health: A healthy, encouraging work environment starts at the top. Learn how you can fully engage your partners and leadership team in creating a culture that encourages employees to stay.
Coaching at Work: Explore tips and tools you can use to be a strong and motivating professional coach for your advisory team, especially next-gen employees.
Mergers & Acquisitions: Assessing and Transitioning Talent: Mergers and acquisitions can be cultural landmines if they’re not approached properly. Learn how to transition talent in a way that keeps them engaged while ensuring operations run smoothly.
The Art of Giving and Receiving Feedback: Discover how to provide valuable and empathetic feedback to your advisory team members.
Navigating the Emotional Journey of Selling Your Firm: Explore strategies and tools you can use to traverse the sale process with confidence and clarity.
Fostering Virtual Employee Engagement: Learn how you and your firm can maintain an interactive company culture in the COVID-19 era.