Creativity drives differentiation but remains an underutilized tool for many financial professionals.
SEATTLE (PRWEB) August 20, 2018
The S.E.A. Wealth Management Lab launches on October 17th, 2018 at the Museum of Pop Culture (MoPOP) in Seattle. The change management program is being billed as "a non-traditional workshop for traditional wealth managers seeking breakthrough growth." Led by Sam Ushio of GvG17, the program emphasizes three key tenets of wealth management success: Scale, Experiences, and Advocacy. Participants will be immersed into one of the world's most creative environments to spark insights and inspiration while creating a well-designed action plan. To drive execution, 1:1 Implementation Calls are scheduled for post-event accountability on key action items.
"The financial services industry has a tendency to put advisors into the same rooms with the same ideas and expect different results," said Ushio. "The S.E.A. Wealth Management Lab disrupts the traditional model by placing advisors into a highly creative environment with fresh ideas and outside-industry thinking as a catalyst for change. Most important, there's a post-event framework designed to help advisors implement when they get back to their office."
The curriculum deploys experiential learning techniques that leverage the full range of MoPOP's innovation, including their largest exhibit in history, Marvel: Universe of Super Heroes. Advisors will unlock creative avenues for delivering unique client experiences by channeling their personal journey through this one-of-a-kind experience. "Advisors need to differentiate their business as financial services becomes more commoditized. Creativity drives differentiation but remains an underutilized tool for many financial professionals. The S.E.A. Wealth Management Lab empowers advisors to tap into these unique skills to stand out in the marketplace."
Participants will learn through the executive lens of another industry during the CEO Strategic Spotlight Lunch. Dragos Axinte, CEO of Novo Fogo, will provide insights into his global cachaça company's strategy in the hypercompetitive spirits industry. A recent July 24, 2018 Forbes article identified Novo Fogo as "a case study in conscientious capitalism," highlighting the company's commitment to sustainability while producing a high-quality product. Advisors will draw insights into scale, experiences, and advocacy on their parallel quest to balance sustainability and quality.
While creativity will be prominent throughout the event, the core curriculum is based on a proven transformational framework for advisors dedicated to change. Prior to launching GvG17, Ushio was the head of practice management at Russell Investments where he led the strategic vision of value-add programs. In addition, he managed the team of nationwide practice management consultants in charge of large scale coaching programs that engaged roughly one thousand advisors per year. "Financial services is transforming at an incredible rate," said Ushio. "The S.E.A. Wealth Management Lab provides advisors with a new way to learn, engage, and deploy strategies to unleash the growth potential of their business."
REGISTRATION IS OPEN
$150 savings for early bird registration through September 12th. In addition, FPA and XY Planning Network discounts are available upon request. Advisors are encouraged to bring a lead staff member to help drive the implementation process. The registration page can be found at: wmlab.eventbrite.com
GvG17 is a change management firm based in Seattle, WA. Founded by Sam Ushio, the firm emphasizes creativity and innovation while leveraging the rich Seattle ecosystem for key wealth management insights. By deploying discovery techniques designed for the advisor/client relationship, GvG17 engages business leaders from Seattle-based, global innovative brands, including Starbucks, Amazon, Microsoft, Costco, Zillow, Nordstrom, Alaska Airlines, and Redfin, among others. These insights are translated into strategies and tactics to effectively lead wealth managers through the changing landscape of advice.