Our Behavioral Advisory Services include workshops, assessment tools, individual and team training, one-on-one coaching, keynote speaking and other developmental opportunities to deliver superior portfolio performance for your clients.

Workshops

LAG partners conduct an engaging, hands-on workshop that requires a high level of audience participation, including: 1) How to apply the top six competencies that deliver superior portfolio performance 2) How to introduce behavioral advice concepts to your clients through the use of scripts 3) How to effectively manage your own emotions and the emotions of your clients 4) How to gain a better understanding of what is most important to you and your clients through the Values exercise 5) How to develop and improve your competencies with the 4 R’s.

One or two day workshops are available.

Individual & Team Assessments

Our research-based assessment tools (Emotional Competency Inventory, Values 360, etc.) help individuals, teams and organizations better understand their strengths and development opportunities in order to better “Live in Alignment”. We help maximize performance through original techniques that align principles, values and beliefs with wants and goals.

Individual & Team Training

Motivate, inspire and align a department or division with a working session designed specifically to enhance your group’s performance. You will learn how to measure vital statistics and monitor key activities that indicate success or failure related to your desired goals.

One-on-One Coaching

An LAG partner will work directly with the individual who desires to achieve sustained optimal performance, both personally and professionally. From a behavioral advice standpoint, this includes developing key moral and emotional competencies, learning how to introduce and apply behavioral advice concepts with clients through the use of scripts and practicing the 4 R’s. This is particularly effective for advisors, managers and top-level executives, as well as those being developed for leadership positions.

Keynote Speaking

Let one of our dynamic partners energize and inspire your group. Every presentation includes practical advice and proven methods to achieve sustained optimal performance.

Results

We guarantee results for you and your organization, or your money back. Contact us directly to set-up a meeting and generate results!