A one-page workshop brief titled "The Self-Aware Advisor" by Beth Ridley (Ridley Consulting Group) describing a 60-minute interactive session for young financial advisors to build self-awareness, authenticity, and curiosity to strengthen trust and influence. It lists learning outcomes, an agenda with definition, challenges, and habit-building sections, format (mix of content, reflection, breakouts), pre-work (2–3 reflection questions and a recent triggered moment), and an investment fee of $7,500 for in-person delivery.
Questions this document answers
60 minutes
$7,500
Respond to 2–3 reflection questions on your personal and professional “Why”, and identify a recent moment you felt triggered or misunderstood and what you learned from it.