Managing People Well is a cohort-based, interactive workshop series designed to help managers in wealth management firms lead people—not just processes. Through four 90-minute sessions, participants build the skills and confidence needed to manage performance, develop team members, and work effectively within advisor-led leadership structures.

This series is ideal for financial advisors who are the sole manager on their team, new managers with at least one full-time direct report as well as current people managers looking to strengthen their leadership skills. Sessions are practical, peer-driven, and build on one another each week.