Overview of MD Leadership Working Session

This engagement is designed to support Managing Directors (MDs) at Modern Wealth as the firm continues to focus on leadership development, mentorship, and accountability for next-generation talent. This session is designed to take place during Accelerate Conference, Modern Wealth’s MD offsite, and focuses on leadership, mentorship, and accountability for next-generation talent.

The purpose of this work is to help MDs reflect on current leadership and mentorship practices, incorporate feedback from next-generation team members, and identify clear, practical actions that support continued growth and alignment across the firm.

This is not a keynote or motivational presentation. It is a facilitated MD working session focused on leadership effectiveness, mentorship expectations, and goal setting tied to the firm’s long-term objectives.

The program is led by Amy Parvaneh and the Select Advisors Institute team, bringing experience working with MDs and leadership teams across financial services.

The desired outcome:
Clear leadership priorities for MDs, improved mentorship practices, and defined goals that can be tracked internally to support leadership development and next-generation growth.

Program Structure

This engagement is available in two formats, allowing Modern Wealth to select the level of support that best aligns with current leadership priorities.

Option 1: MD Leadership Working Session at Accelerate Conference

$18,000

Overview

A focused, in-person MD leadership working session at Accelerate Conference, designed to bring Managing Directors together to discuss leadership, mentorship, and accountability in a practical, structured format.

The session is grounded in Modern Wealth’s internal context and incorporates themes and observations drawn from next-generation feedback and program participation.

What This Includes

1. MD Leadership Working Session (In-Person at Accelerate Conference in late February, 2026)

• One in-person session led by Amy Parvaneh

• Amy’s availability for up to 5 hours, including 90 minutes of facilitation

• Structured as a facilitated working session, not a keynote

• Travel fees charged separately

Session focus areas include:

• Review of key themes emerging from next-generation (G2) feedback

• Discussion of leadership and mentorship expectations for MDs

• Identifying common gaps between leadership intent and team experience

• Approaches to supporting, developing, and empowering next-generation leaders

• Clarifying MD roles in mentorship, coaching, and development

• Defining leadership and mentorship goals for the coming year

2. Leadership Goals & Accountability

• Facilitated discussion to help MDs identify specific leadership or mentorship goals

• Alignment on how goals will be documented and tracked internally (including use of existing tools such as Lattice)

Engagement Scope

What’s Included:

• Up to 5 hours of in-person facilitation and collaboration with Amy Parvaneh

• Session design tailored to Modern Wealth’s MD leadership context

Option 2: MD Leadership Committee Support

$25,000

Overview

An expanded engagement designed to provide additional support for Modern Wealth’s MD Leadership Committee. This option combines the MD Leadership Working Session with individual follow-up coaching sessions to reinforce leadership alignment and accountability.

This option is intended for MDs who would like additional support translating session takeaways into their own leadership and mentorship approach.

Program Structure

1. MD Leadership Working Session (In-Person)

• Includes the full MD Leadership Working Session described above

2. MD Leadership Committee Coaching Sessions

• One private follow-up session conducted via Zoom

• Up to 6 Managing Directors

• One-hour session per MD

Sessions focus on:

• Individual leadership and mentorship priorities

• Questions or challenges related to developing next-generation leaders

• Clarifying expectations and leadership approach

• Translating session insights into individual leadership goals

3. Summary & Alignment

• Synthesis of common themes emerging across MD conversations

• Alignment between individual MD goals and broader firm leadership priorities

Engagement Scope

What’s Included:

• Up to 5 hours of in-person MD facilitation by Amy Parvaneh

• Up to 6 one-hour MD follow-up sessions

• Coordination and synthesis support

Engagement Timeline & Scope

Timeline:
Delivered over a short-term period surrounding the scheduled MD offsite, with follow-up sessions scheduled shortly before or after the in-person session.

What’s Included Across Both Options:

• MD-level facilitation and support led by Amy Parvaneh

• Leadership working sessions grounded in Modern Wealth’s internal language and priorities

• Practical, clearly defined leadership and mentorship outcomes tied to firm goals