Managing People Well
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 designed for both new managers with at least one full-time direct report and experienced managers looking to sharpen their skills.
$1,200 enrollment fee
90-minute virtual sessions
Interactive calls that are peer-driven
Join us for our upcoming cohort on Monday, March 9, 16, 23, and 30!
Interest Form
To register for the March 2026 workshop series, start by completing your Interest Form below! Once you submit interest, you will receive the registration link, prework assignments, next steps, and payment link directly from Josie. We look forward to you joining us!
