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Grow With Intention

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Control Capacity
and Productivity

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Plan More Strategically

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Develop Next Generation Leadership

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Lead More Effectively

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Expand Team Development

maximize-value

Maximize Enterprise Value

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Build an Enduring Firm

merge

Merge or Acquire

suceed

Succeed in Succession Planning

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Is your ambition
not listed above?
Tell us more >

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Expand Team Development

A group of people working on the same projects is NOT de facto a team.

To coalesce into a team, there must be a shared vision and interdependence as well as a deep sense of trust. True interdependence is built around the notion of extreme ownership, where every member of the team feels and works as if they’re an owner in delivering for the client. There’s a sense of equality on the team and each member is empowered to make decisions, provide advice and own the delivery of measurable results.

Success is a journey that requires constant curiosity, creativity, and improvement – both in yourself as a leader as well as in each member of your team.

A good place to start is our Successful Advisory Teams: 5 Traits to Model and 20 Behaviors to Avoid overview.

expand team development icon

Expand Team Development

A group of people working on the same projects is NOT de facto a team.

To coalesce into a team, there must be a shared vision and interdependence as well as a deep sense of trust. True interdependence is built around the notion of extreme ownership, where every member of the team feels and works as if they’re an owner in delivering for the client. There’s a sense of equality on the team and each member is empowered to make decisions, provide advice and own the delivery of measurable results.

Success is a journey that requires constant curiosity, creativity, and improvement – both in yourself as a leader as well as in each member of your team.

A good place to start is our Successful Advisory Teams: 5 Traits to Model and 20 Behaviors to Avoid overview.

Client Results

My engagement goal was never about how to increase my business; it was about how to work more effectively as a team. My coach's patience and perseverance as we embarked on actually defining what that meant before we started to implement were critical.

My coach helped me transform my business into a practice that more fully reflects my values, my personal mission, and attracts team members and clients who reflect those values and mission.

Julia A. Peloso-Barnes

Julia A. Peloso-Barnes

Founder, CEO, Senior Wealth Manager, Prism Planning and Solutions Group

Let's talk about your future.

We all want to be more resourceful problem solvers, more adept practice managers, and more visionary and inspired leaders. We owe it to our clients, our teams, and ourselves.