Elevate Your Client Relationships • Improve Your Practice • Increase Your Impact

In this webinar, you will learn about Relational Leadership: what it is and how it supports businesses to thrive. In the business polarity of Tasks & Relationships, we, as a society, lean heavily on Tasks at the neglect of Relationships essential for thriving. Relational Leadership is leading so others want to follow to achieve business deliverables and mission. Relationally effective leaders lead with consistency and dependability from a grounded place of maturity, authenticity, and connection. This involves leading with both structure and kindness and developing emotional and relational awareness and capabilities. With a distinction between power and control, let’s build relationally powerful leaders and teams to drive collective, meaningful impact. Also hear about how horses can teach us about presence, energetics, connection, and much more through equine-assisted coaching experiences. How relational horsemanship helps you build your confidence, authenticity, and relational leadership!

Join us for a discussion around how values- based investing can be utilized as a tool in your work with families and advisors. Panelists will describe various approaches and how it can truly (especially in 2025) be a tool to bring families together and create positive social change.

Three Black women took over their family businesses from their fathers. All three are in non-traditional, male-dominated industries. Today they are thriving, but the transition was rocky due to the lack of planning. Listen to all three accounts as they discuss how they navigated siblings, stepparents, unclear succession plans, and systemic barriers on their road to success.