Best Practices from Master Leaders

Curriculum Overview

In Best Practices, we’ll visit with some of the legends of the industry to see how they have built some of the largest, successful firms in the financial services industry. See how they all have unique strengths that allowed them to differentiate themselves from other firms in the industry that never hit the same levels of success. You will have the opportunity to visit with some of the industry greats who are at the top of their game today. Learn from the shared wisdom of those that are looking back on their careers and sharing what they did best, and what they wish they had done differently during their storied careers. These Best Practices are motivating and entertaining, as you have the rare opportunity to learn from the best of the best.

The Best Practices Sample Vignettes