Teaming for Tomorrow
As you strive to exceed clients' expectations, you may have asked yourself: how do I understand the true strengths of my team to deliver even greater results? Janus Henderson's Teaming for Tomorrow program discusses how mutual accountability, diversity of thought and experience, and dynamic subordination can help you and your high-performing team become even more efficient and cohesive, unlocking your full potential. This approach will leave you with actionable next steps to further your team's growth and development.
Honoring the legacy
With the impending wave of retirements among wealth advisors, a succession plan that respects the past while preparing for the future is crucial. This program focuses on the importance of honoring the legacy of wealth advisory practices, particularly as the anticipated "Great Wealth Transfer" could shift trillions to a more diverse and underserved investor population. Whether you are preparing for a successful retirement or preparing your practice to acquire another, we'll walk through it to create a plan of action.