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 ($200 off until Feb. 13)
90-minute virtual sessions
Interactive calls that are peer-driven
Join us for our upcoming cohort on Monday, March 9, 16, 23, and 30!
“Leadership is not about being in charge. It is about taking care of those in your charge”
WHAT’S INCLUDED
4 Virtual Interactive Sessions
1 Follow Through Meeting (1:1)
Managerial Assessment
Fillable Worksheets for You & Future Team Managers
Weekly Homework & Action
Items
Meet Your Facilitators
Gray Rudd is an experienced COO for a wealth management team. Over the years, he’s had to navigate the transition from advisor to manager and reposition himself from team member to leader, equipping him with the knowledge of managing different types of people and self-teaching key management techniques.
Josie Secola is an experienced Director of Client Experience for a wealth management team. Her formal background in the training and development world, paired with niche understanding for human behavior helps managers create role clarity, career trajectory, and accountability standards.
AGENDA TOPICS
The Manager Mindset
Expectations & Accountability
Training & Development
Coaching & Feedback
Delegation
Performance Reviews
The Micromanagement Trap
Managing Personalities
