F2 Strategy’s Post

Are you a financial firm owner who's built something you're incredibly proud of? Yet, find yourself wondering, "What's next? How do I evolve this further?" You're not alone. Jessica Flynn, Director of Account Strategy at Intention.ly, sheds light on how we can engage next-gen stakeholders and clients effectively. She delves into the significance of succession planning and creating opportunities for next-gen leaders within financial organizations She not only inspires but equips you with actionable strategies to attract and retain next-gen talent. Don't let this opportunity pass you by. Tune in and embrace the change, harness the potential of the next generation of advisors and finance professionals, and watch your firm soar to new heights. You've built something great; now let's make it even better. 🎧 https://bit.ly/3VSwAaK 👀 https://bit.ly/3U15UBW #Framework #NextGen #AttractingTalent #RetainingTalent

Are you a financial firm owner who's built something you're incredibly proud of? Yet, find yourself wondering, "What's next? How do I evolve this further?" You're not alone. Jessica Flynn, Director of Account Strategy at Intention.ly, sheds light on how we can engage next-gen stakeholders and clients effectively. She delves into the significance of succession planning and creating opportunities for next-gen leaders within financial organizations She not only inspires but equips you with actionable strategies to attract and retain next-gen talent. Don't let this opportunity pass you by. Tune in and embrace the change, harness the potential of the next generation of advisors and finance professionals, and watch your firm soar to new heights. You've built something great; now let's make it even better. 🎧 https://bit.ly/3VSwAaK 👀 https://bit.ly/3U15UBW #Framework #NextGen #AttractingTalent #RetainingTalent

"The fastest growing firms are no longer preoccupied with inert methods and processes, hierarchical control, outputs, and profits - a way of managing that results in low capacity to adapt and innovate and low levels of staff engagement. Instead, the fastest growing firms embody dynamic mindsets that lead to value creation, empowerment, collaborative networks and process-enabled outcomes, and faster growth." Agree with that, but the fastest growing firms are also digital to the core. You can't build a future ready organisation without leveraging the full potential of existing and emerging technologies. As a consequence, digital leadership should be added to the list of 21st-century management skills.

Older leaders in a #familybusiness typically want to protect their assets and perpetuate a legacy. The younger generation typically wants to innovate or add their mark on the business. Without skillful advisors, those ancient generational differences will typically lead to conflicts. So how can you-- as an advisor to family business leaders-- ensure that you are providing ethical, actionable recommendations? Here are five essential strategies for advisors. ✔ One: The Power of Robust Assessment ✔ Two: Bridging the Gap between Generations ✔ Three: Cultivating a Culture of Flourishing ✔ Four: Embracing Technological Advancements ✔ Five: Nurturing Social Capital and Relationships We talk about each of these strategies in more depth in our recent blog. Link in comments. #wealthadvisors #estateplanning #successionplanning #nextgen

Good Investments: Decision-Making in Private Markets In the ever-evolving world of business, the pursuit of exceptional #talent has become paramount. Private equity and venture capital firms face unique challenges in attracting top professionals to lead their portfolio companies through periods of innovation and growth. To address this, Hunt Scanlon Media is convening hundreds of #privateequity and #venturecapital leaders, chief talent officers and top #executiverecruiting professionals at the Julia Morgan Ballroom in San Francisco on October 18. Aaron Mitchell Finegold, chief marketing officer, and Alison Hammer Woodhead, senior partner at Kingsley Gate, will share breakthrough findings from research on senior executives and decision making conducted in mid-2023 with FT Longitude of the Financial Times Group. They will reveal how #leadership #hiring serves as a primary method of elevating decision-making effectiveness and provide specific applications, anecdotes, and lessons learned that are relevant to the private equity/venture capital community. Reserve your seat today! https://lnkd.in/ex6h3Dny

Whether it’s a recession, pandemic, merger, acquisition, downsizing, restructuring, or even simply new leadership, change happens. Moreover, change is inevitable and necessary for growth. Regardless of this, change can significantly impact people on physical, mental, and emotional levels and can wreak havoc on productivity. As changes within an organization and externally impact the way companies are run, it is increasingly important for corporate counsel to be pioneers for change. Join me and Joanne Newborn, one of our expert Faculty members, as we lead a Roundtable Discussion at the ALM GC Conference East 2023 on October 2 at 12:35 PM on "Change Management: How to Create a Culture of Resilience, Change & Innovation." We'll be discussing practical strategies for implementing change and boosting innovation without resistance, especially following times of crisis and disruption, including: - The Kübler-Ross Change Model to understand the natural cycle and impacts of transformational change - The role of a “growth mindset” in driving innovation and how in-house attorneys can cultivate it for themselves and their teams - Strategies for strengthening resilience and managing burnout during times of transformational change See you there! https://lnkd.in/ee55kdTQ #ChangeManagement #ALMGCCEast2023 #CorporateCounsel

Alternit One sponsored the With Intelligence HFM Global European Operational Leaders Summit 2023 The HFM European Operational Leaders Summit took place from the 27th - 28th of September this year in London and Alternit One (A1) was in attendance. It was ‘the’ event for the European hedge fund sector to connect, share insights and debate the direction of the industry, and A1 were delighted to be part of the conversation. Women’s COO Breakfast: Our Founding Partner, Carrie Whamond, was in conversation at the Women’s Club Breakfast Workshop entitled ‘Building your skillset: Tales from a Chambers CEO’. In this invite-only session, Carrie spoke to Catherine Calder, Joint Chief Executive of Serjeants' Inn Chambers’, about the skillset she’s built up over nearly 30 years of legal experience in-house, in private practice and at the Bar in a traditionally male-dominated environment. The Case for Diversity When It Comes to Tech Talent McKinsey&Co shared in 2021 that: - There were 14 per cent fewer women in entry-level engineering or product positions - There were 15 per cent fewer in first-level manager positions Shaping The Future At A1, working towards creating a diverse team and empowering women to grow within the world of technology is instrumental to our business strategy and culture. Like the legal sector, technology has long been a traditionally male-dominated industry. We all took some incredible insights from Catherine’s success story and uncovered the importance of transferable skills that complement hedge and other regulated industries as we learn across verticals. References https://lnkd.in/enFtjFfr #WomenInTech

Interesting reading from Jesper on operational value creation, relevant for anyone working with PE firms and M&A advisory.

In the rapidly evolving world of finance, Insights Success brings "10 Most Influential Leaders in the Finance Industry for 2023." From pioneering new strategies to navigating complex challenges, these leaders have left an indelible mark on the financial landscape. The cover features David Donovan, Executive Vice President at Publicis Sapient. Read More: https://cutt.ly/jwhUDDUp #businessacumen #financialliteracy #FinancialServices #onlinebusinessmagazine #insightssuccess

In the rapidly evolving world of finance, Insights Success brings "10 Most Influential Leaders in the Finance Industry for 2023." From pioneering new strategies to navigating complex challenges, these leaders have left an indelible mark on the financial landscape. The cover features David K Donovan Jr, Executive Vice President at Publicis Sapient. Read More: https://cutt.ly/jwhUDDUp #businessacumen #financialliteracy #FinancialServices #onlinebusinessmagazine #insightssuccess