Cultivating the Non-Specialist Skills that Underly Excellence
Featuring Kristin Keffeler, MSM, MAPP
March 10, 2026 | 3:30pm ET | 75 minutes
The wealth management field now recognizes non-technical advisory skills—competencies in facilitation, interdisciplinary collaboration, practice management—as essential to engaging with and collaborating on solutions for the complex needs of UHNW families.
Is your organization investing in its human capital of its NextGen advisors to meet this need?
What are the non-technical skills which underly highly effective colleagues?
Join us for an interactive Practice Management Clinic exploring areas of training which can help your organization support its talent growing into high-impact colleagues.
Potential Discussion Topics:
- The underserved areas of skills development which help deliver excellent UHNW advisors
o Areas of Training Young Advisors Need
- The ways leaders can facilitate/foster skills development and experiential learning within their organization
o The Role of the Practice Leader
- Effective practices and structures we see organizations deploying
o Ideas to Consider, Adopt, Modify for Your Needs
Attendees are encouraged to share their own experiences and ask questions throughout the session.
Recommended Pre-reading: Chapter 8 of Wealth 3.0
Who should attend: Built for partners and leaders responsible for talent development and team effectiveness, including practice leaders, team leads and HR/L&D.
What this Practice Management Clinic (PMC) provides: This session focuses on the non-specialist skills that help developing advisors grow into high-impact colleagues. Participants will come away with a sharper view of common gaps, what effective firms do to build capability through real work and practical ideas to strengthen training, coaching and experiential learning.
Register Here and Learn more about our Practice Management Clinics Here.
