We established the Human Skills Institute™ because many financial advisors and firm owners under value the make-or-break impact of human skills such as effective communication, leadership, team-building, organizational knowledge, intuition, and behavioral awareness.
This is especially risky during growth efforts, succession, and other major transitions. We see this in our work with NextGen advisors deciding to stay or break away, majority owners trying to implement succession plans, advisors who wake up one day to realize they are leading an organization and not just working in their business, women at the threshold of minority ownership transforming their mindset from young intern to future owner, and more.
Speaking at a major industry conference, Seth Godin implored firm owners to develop their teams’ human skills asserting that now and well into the future a firm’s human skills will define its competitive advantage. We are here to help advisors maximize their success by integrating their business, technical, and human skills.