• ABA Wealth Management and Trust (New Orleans, LA)

    Justin Houchens and Rich Grotto from Sales will be in New Orleans at the end of February. Feel free to reach out to the attendees and set up some time to connect if they’re in a city near you!

  • High-Impact Feedback and Listening (Professional Development Training)

    In this course, individual performers learn how to effectively deliver both positive and developmental feedback. They also learn how to be receptive to feedback and to listen to accurately understand the speaker’s intended message. In the workplace, these skills help them to optimize and sustain their own and their coworkers’ performance. Register here. 

  • Contagious – Why Things Catch On (Live Skillsoft Event)

    Why do some things catch on and become popular while others falter? And how can we generate more word of mouth for a product or initiative we’re working on? In this live session, Wharton School professor and bestselling author Jonah Berger reveals the secret science behind word-of-mouth and social transmission. He will explain how his […]

  • Leading Self: Turning Self-Awareness Into Impact (Professional Development Training)

    People who develop internal self-awareness have a positive impact on their careers, their teams, and their organizations. In Leading Self, learners gain insight about their personal values, their emotions and how they manage them, and the natural talents they bring to the workplace. Through self-insight tools, engaging activities, and compelling video, learners expand their understanding […]

  • Getting Started with Real Talk (DEI Training)

    This course is all about getting comfortable with the uncomfortable – talking about race. We'll explore the challenges of candid race conversations, help you assess your role as an ally, understand its significance, and equip you with practical tools for effective conversations. Still not sure about attending? Below is direct feedback from your colleagues who […]

  • Coaching: Moving People Forward (Leading with Purpose Course)

    This course teaches leaders to recognize the benefits of a growth mindset, and the insight tool measures their general orientation to how they view others potential to grow. They learn and practice a practical approach to coaching in the moment, in any situation. Register here Leading With Purpose (April 4, April 11, April 18, April […]

  • FPG Workshop: Savings Goals

    Become a savings extraordinaire as we approach America Saves Week! Join Arleny Abad and Sasha Grabenstetter from the Financial Planning team as they dive into five different types of savings goals. Zoom link: https://emoneyadvisor.zoom.us/j/98628079026?pwd=TWlQVUdRaUVqV1A1eXFKMitKMHQzZz09 NOTE: For those in Client Support, please submit your request directly to wfm@emoneyadvisor.com to attend the live session.

  • The Catalyst – How to Change Anyone’s Mind (Live Skillsoft Event)

    What do you want to change? Everyone has something they want to change. Employees want to change their boss’ mind and leaders want to change organizations. Marketers want to change customers’ minds and spouses want to change their partner’s opinion. Parents want to change their children’s’ behavior, startups want to change industries, and non-profits want […]

  • Delegation: Engage and Empower People (Leading with Purpose Course)

    This course sets out to help leaders shift their mindset about what they can delegate and feel more comfortable and confident doing so. Learners dig into their workload to identify tasks they’d never consider delegating. They use methods for matching people to tasks they’re both motivated and capable of doing. And, they practice the delegation […]

  • Leading Teams: Achieve More Together (Leading with Purpose Course)

    All teams face challenges. Whether an agile leader, project leader, formal or informal leader - the team leader’s role is to identify them and guide the team in addressing them. In Leading Teams: Achieve More Together learners become aware of teams’ practical and personal needs and are introduced to six factors by which they can […]

  • From Survive to Thrive: Positive Intelligence (PQ) Overview (Live Skillsoft Event)

    As we manage the pace of work and life today we need tools to access the most powerful and productive part of our brains. And, we need help slowing down the negative thinking that gets in our way. Certified PQ coach and current Skillsoft coach Liz Tracy provides practical tactics you can immediately use to […]

  • Addressing Performance Challenges (Leading with Purpose Course)

    This course builds leaders’ skills in handling chronic performance problems. They learn how to document and present a solid case for needed improvement and use effective interaction skills. Leaders identify the steps to take after the performance problem discussion to provide ongoing feedback and support, and determine if it is necessary to impose formal consequences. […]