The Leader’s Journey
The Leader’s Journey
Educate advisors on the various aspects of agency leadership to help identify the right career path for them.
Develop new leaders by providing a solid foundation in the skills and best practices needed to grow an organization.
Grow experienced leaders to take their organizations to new heights by shifting their focus from tactics to strategy.
Excel veteran leaders to reinvent their business by increasing capacity, building their teams, and scaling the business.
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.
Leadership Development
Leadership Development
Just Some of the Topics within Our Leadership Development Content Library:
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 and Development:
- Onboarding New Advisors
- Joint Field Work Best Practices
- Training Best Practices
- Ongoing Training & Development
- Mentoring Series
Expectations and 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
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.
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
