How to Grow and Develop Integrated Advisors – Practice Management Clinic
The Institute invites operating executives and practice leaders to attend our first Practice Management Clinic of 2025 – How to Grow and Develop Integrated Advisors. Occurring on February 12, at 4:00 pm ET, this session will focus on the Human Capital pillar of the Building Blocks of Practice Management and tackle aspects of Training/Development.
The session will start with a panel of subject matter experts (listed below) speaking to:
- The purpose of their firm’s training programs – technical and/or human
- Sharing the method(s) they use in training their teams
- Sharing challenges and roadblocks they have come across
- Main takeaways on the approaches they have used and the results observed
The time will then be open to all attendees to share their experiences and ask questions, creating a peer-to-peer discussion around best practices and different actionable solutions/takeaways.
The clinics are an opportunity to share openly and learn from other organizations and professionals about the key topics and issues facing firms today.
Meet the Panelists
Kathy Lintz – Facilitator
Partner, Managing Member, Shareholder, Matter Family Office
Laura Ilkiw
Director of Learning and Development, BBR Partners
Courtney Pullen
Chief Learning Officer, Matter Family Office
Andy Wolfgang
Chief Training and Quality Officer, Cerity
UHNW Institute members can register to attend here
