Financial / Investment Advice Is Leadership

If you think about clients where you wasted your time and energy, you'll soon realize that what they all had in common is that they never viewed the management of investment decisions as a critical leadership and stewardship role.

#fiduciary #trone #3ethos #behavioralgovernance #leadership #L5

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We inspire and engage key decision-makers who serve in critical leadership roles. Our research and training programs are focused on the intersection between leadership, stewardship and governance.

 

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