Working as a financial advisory team has remarkable benefits for building sustainable growth and productivity. The Leader’s Journey™ is a proprietary 16-hour ClientWise training program comprised of four workshops. The program guides successful solopreneur advisors and advisors responsible for leading their current teams through the transitions necessary to lead a team of high-performing advisors.

Starting with an initial Leader’s Journey Assessment ™, the advisor gains awareness of his or her strengths as a leader and understands where improvements can be made. From here, the advisor is guided through the four parts of the program, which contain Ten Key Leadership Transitions, broken down into leadership behaviors and learning objectives for each. The four workshops of the program include:

• Workshop 1 - becoming CEO of a team
• Workshop 2 - building a strong team
• Workshop 3 - sustaining a cohesive team
• Workshop 4 - coaching a high performing team