NextGen Owner's Academy

Secure the survival of your company with the growth of your next generation of owners

Successful transitions rely on the next generation (G2) mastering the following

Ensure Their Success with the Our Coaching Programs

SECOND CHAIR ACADEMY

A combination of case time, leadership sessions and CFP by BFA class.
Focuses on Client Visit Production Flow, Principles of Advice and Advice Calendar.
Attended by all team members that are on advisor career path.
Facilitated by a master advisor and a member of the leadership mastermind group.
Held twice monthly for 60 minutes.

Leadership Mastermind Group

A group coaching session focused on solving problems, building leadership capacity and business acumen of future owners (G2 & G3).
Members mastered 2CA, or have earned their CFP® designations (or are candidates) and/or are self-identified as future owners.
Agenda is driven by members.
Facilitated by a master advisor and coach.
Held twice monthly for 60 minutes.

We Facilitate MultiGenerational Transition

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