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The Leader’s Journey

Foundational Principles
of Leadership

Vision, Mission and Value Proposition

Building a Great Company Culture

Delegation: The Key to Growth

Office Systems and Processes

Time Management

Recruiting

Recruiting Best Practices

Building a Recruiting Culture

Developing Your Ideal Candidate Profile

Campus Recruiting

Attracting Top Performers

Selection

Traits of Top Performers

Conducting Initial Interviews

The Science of Utilizing Selection Profiles

In-Depth Behavioral Interviewing

The Candidate Experience

Onboarding & Development

Onboarding New Advisors

Joint Field Work Best Practices

Training Best Practices

Ongoing Training & Development

Mentoring Series

Expectations & Accountability

Goal Setting and Creating High Expectations

Activity Monitoring

Becoming an Effective Performance Coach

Creating a Culture of Accountability

Holding Your Leadership Team Accountable

Leadership & Organizational Development

Leadership Insights, Philosophies and Beliefs

Situational Leadership

Developing High Performing Leadership Teams

Leading through Change Management

Diversity & Inclusion

Just Some of the Topics within Our Leadership Development Content Library:

Leadership  Development

Joey Davenport – The Importance of Developing a Recruiting Culture

Sabine Robinson – Keys to Building a High Expectations Culture

Harry Hoopis – Field-Tested: The Importance of Expecting More from People

Kathryn Christie – The Science of Selection & Potential to Performance

Why Independent Associates May Not Be Hitting Their Goals

The Importance of Follow-up When You Miss a Recruit

Sources for Gathering Names of Potential Candidates

Early Warning Signs Someone is Not
a Culture Fit

Here are a few short samples of our leadership videos focusing on the skills, best practices and execution methods of the top experts and leaders in financial services.

Interested In How We Can Help with Your Leadership Development Needs?

EMERGING – advisors interested in exploring and “test driving” the leadership career.

DEVELOPING – leaders needing to build a solid foundation in the knowledge and skills to grow their team.

GROWING – leaders seeking strategies and best practices to advance their team and organization.

EXCELLING – leaders wanting scale and systems to reach the pinnacle of success.

EDGE helps leaders succeed at every stage of the leadership journey. This comprehensive digital content library teaches essential skills for building a thriving business, creating a high-performance culture, and everything in between. Whether you want to strengthen your own leadership skills or build your leadership team, and whether you are new to leadership or have years of experience, EDGE has a solution for you.

The Leader’s Journey

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