The Zero-Alpha Group Launches New Business Improvement Platform for Financial Advisors

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The ZAG Leadership Institute (ZLI) will help train next generation of advisors and advisory firm leaders with best practices implemented by top advisory firms. Industry veteran, advisor development expert Jerry Foster to helm the ZLI. This is the first in a series of business initiatives to broaden industry influence via training, guidance.

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People are the greatest resource this industry has and formalizing a method of sharing our ideals, values, and successes with upcoming leaders in our industry is an exciting and necessary step for all of us. - Brent Brodeski

The Zero-Alpha Group (ZAG) today announced the launch of a new financial advisor improvement platform called the ZAG Leadership Institute (ZLI), designed to directly address current near and long-term challenges financial advisors are facing as they endeavor to grow and build better businesses for their clients, and themselves. The new offering will draw upon the expertise of the ZAG member firms and the substantial resources they possess.

The ZLI is a collaboration of top firms investing in each other’s next generation leaders via a rigorous training regimen overseen by advisor veteran Jerry Foster. With an emphasis on peer-to-peer interaction, the ZLI collectively raises the bar by creating a stronger future for the industry and providing a template for adoption of some of the most successful best practices available to advisors in the industry today.

As industry firms struggle to train future advisors, the ZLI is setting the bar for developing a systemized program that focuses on leadership transition through its proprietary training program consisting of peer group engagements that allow top caliber advisors to share ideas and learn from one another.

Brent Brodeski, CEO of Savant Capital Management and longtime ZAG member, says “We have always held ourselves to the highest standards of service and security for our clients and in order to provide that you have to build a rock-solid business. People are the greatest resource this industry has and formalizing a method of sharing our ideals, values, and successes with upcoming leaders in our industry is an exciting and necessary step for all of us.”

Jerry Foster, Founder and CEO of Foster Group, comments “I am looking forward to implementing this exciting ZAG initiative, as it excites me to think of what we can achieve for our industry and our clients, and it makes me proud to be affiliated with a group so dedicated to upholding the fiduciary standard – which ultimately all advisors should be.”

As part of ZAG’s series of new platforms focusing on best practices, the organization will launch its next initiative in Q1 2013 which will focus on near-term industry concerns for advisors to improve ROI. For more information on The Leadership Institute, including information on what it takes to become a ZAG member firm, please call Katie Cullen at 612-281-9185.

About Zero Alpha Group

ZAG is a national network of wealth management firms committed to applying progressive and integrative techniques to financial and wealth management practices to serve clients in a truly fiduciary capacity. The members firms, collectively managing over $8 billion for more than 5,800 clients, are fiercely independent and entrepreneurial, sharing a common bond in their investment philosophy, wealth management approach, and client focus.

ZAG creates value and maximizes efficiencies for the member firms by: 1) sharing resources, 2) sharing business metrics to learn from one another’s challenges and successes, 3) providing the opportunity for members to spend time with like-minded successful business people, 4) bringing industry leading speakers and experts to further educate our members, and 5) leveraging the scale of the network to help negotiate best possible relationships and agreements for products and services.

The network’s collective buying power renders access to institutional investments and services, helping member firms offer solutions to clients that are objective, cost-effective, and customized. ZAG provides a venue for members to gain advanced professional knowledge, engage in a proactive and transparent exchange of business ideas, and explore new financial solutions in order to provide members with opportunities for continued advancement and growth.

ZAG member firms strive to build sustainable business models that drive the organization’s progress and pave the way for the next generation of financial leaders. This close affiliation encourages professional accountability as members challenge one another to attain higher levels of client service and technical expertise. ZAG recognizes and embraces its obligation to serve as a fiduciary with respect to clients under management, requiring the firms to be independently certified as adhering to the highest global standards of investment standards by CEFEX.

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Jason Lahita
FiComm Partners, LLC
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