Move from a Transactional to Trusted Advisor

Join us for a free 30 minute introductory webinar about a program that equips advisors with the knowledge, frameworks, and tools to work more effectively with family enterprises.

Dates

  • Tuesday, April 28 @ 10:00am PT

  • Tuesday, June 16 @ 10:00am PT

  • Tuesday, July 28 @ 10:00am PT

Reserve Your Spot

This program was built in partnership with FEC to be a gateway program to take your family enterprise advising to the next level.

About This Session

This short webinar provides an overview of the Working with Family Businesses: Beyond Transactions program, which has the following learning objectives:

  • Move beyond succession planning to a more strategic continuity lens

  • Navigate the complexities of multi-generational transitions

  • Collaborate more effectively with other advisors

  • Turn insights into action with practical tools you can apply immediately

This session is designed to help you decide whether the program is a good fit for you and/or your team.

More Info

  • This program is designed for professionals who work with family enterprises, including:

    • Wealth advisors

    • Family office professionals

    • Bankers working with business-owning families

    • Insurance advisors

    • Accountants

    • Lawyers

    • Family enterprise advisors

    Whether you are new to family business advising or looking to deepen your expertise, this is a gateway program that provides practical frameworks you can apply immediately.

  • Participants in the program will explore topics such as:

    • Understanding the family, ownership, and business systems

    • The dynamics that make family enterprises unique

    • Building trust and credibility with business owning families

    • Navigating sensitive conversations and family dynamics

    • Moving from a transactional advisor to a trusted advisor

  • This program can be offered in the following formats:

    • Online only

    • Cohort blended model which includes a mix of self-paced learning and instructor led virtual workshops

    • Customizable

Reserve Your Spot

Client Reviews

“The flow and duration of the course was perfect given I'm busy day to day... I really enjoyed the bite-size pieces so that I didn't become overwhelmed. This made it easier to actually absorb the material.”

— Anonymous Advisor

“Really enjoyed the content of the course, in particular the mix of listening, learning, and self-reflection.”

— KPMG Advisor

“Very valuable course.”

— Sun Life Advisor

Your Instructor

Wendy Sage-Hayward

Wendy is Co-Founder of mGen Education and an experienced family enterprise advisor with decades of experience working with family businesses. She is the Academic Director and Instructor for the FEA program at FEC. Wendy has been faculty in executive education at Sauder, Ivey, and Rotman business schools. She is a sought-after speaker and facilitator, helping advisors and families strengthen communication, navigate complex dynamics, and support effective decision-making across generations.

Founder, Head Instructor