Leadership Masterclass (Virtual)
January 17 - February 21, 2024
Invest in this transformative leadership journey to a future driven by change and innovation!
Instructor: Lazetta Rainey Braxton, MBA, CFP®
Revolutionalize Your Firm By #DoingTheWork
Participate in a 6-week intensive that includes:
four (4) 75-minute sessions
thought-provoking pre- and post-meeting activities
culminating project plan
Each cohort is limited to 8 participants to facilitate deep, engaging interactions.
BONUS: Each participant will receive one individual 45-minute coaching session.
Are you ready to:
Cultivate your cultural competency skills in a safe and support environment?
Navigate generational differences and preferences among your team and clients?
Engage in transformative leadership through inclusive thinking?
Now is the time for #doingthework
In today's evolving landscape, valuing cultural competency is necessary for financial advisors. Why? It's no secret that employees and clients alike desire to feel valued, included, and empowered.
Gaining the power to understand, connect with, and serve a diverse range of individuals builds trust, fosters meaningful relationships, and creates tailored solutions that truly resonate with your team’s and clients' unique needs.
As an RIA owner, partner, or manager, are you prepared for changing demographics, mindsets, and preferences? By 2030, Gen Z will represent approximately 30% of the workforce; the youngest Baby Boomers will be 66 years of age. By 2050, the U.S. population will be a racial mosaic. Year after year, only 25% of full-time adults in the workforce are highly engaged and enthusiastic about their work and workplace.
Challenge yourself by creating an inclusive and supportive environment where every team member and client feels seen, heard, and inspired to share their best.
Engaging in a safe space to define culture and expand your cultural competency skills
Joining peers who value courageous growth through active listening, continuous learning, and inclusive thinking
Designing your Personal Existence Statement (PES) as your WHY for #doingthework
Taking inventory of your and your firm’s future readiness
Designing business and operational strategies for enhancing inclusion among team members and clients
Positioning your business for sustainable financial growth by advancing your biggest assets–your team and your clients.
Throughout the masterclass, participants can access interactive discussions, case studies, exercises, and a supportive community forum to foster engagement and collaborative learning. Each session offers insights and inspiration for practical, real-world applications.