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Format: On-Demand Recording
Track: Practice Management
Premier CE: 1 credit for CIMA®, CPWA®, and RMA® certifications
CFP CE: No
Cost: $60, or complimentary with Signature or Elite benefits
Dr. Hannah will discuss ways to lead effectively, steward, and govern. He will draw examples from his numerous military operations and combat experiences while highlighting the importance of these factors during the present times of VUCA.
Read the full description below.
REGISTRATION & FEES (USD)
Learners must watch the program in its entirety to earn continuing education (CE) credit. The following entities have accepted it for CE credit:
Investments & Wealth Institute®
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The industry is facing unprecedented volatility, uncertainty, complexity, and ambiguity (VUCA). During this time, the industry’s debates over the need for fiduciary regulations have centered on determining what minimum standards one must meet to be considered a fiduciary versus driving an inspiring conversation about what one should aspire to be to guide your team and clients through this time of VUCA. Saying you are a “fiduciary” will no longer set you apart or provide competitive advantage when everyone claims to be one. Dr. Hannah (Colonel, US Army Retired) and his colleagues have created the theory and framework of Behavioral Governance© to chart the way forward for those who truly want to be exemplars and establish credibility, trust, and build influence with those they serve. Behavioral Governance© integrates leadership, stewardship, and governance into a guiding framework and is based on Dr. Hannah’s groundbreaking academic research in Neuro-Leadership that has identified key neurological and psychological capacities that impact leaders’ effectiveness. In this keynote, Dr. Hannah will discuss ways to effectively lead, steward, and govern, and while drawing from examples from his numerous military operations and combat experiences, highlight the importance of these factors during the present times of VUCA.
Note: This recording is alternatively available as part of the bundled package Wealth Advisor Forum On-Demand.
Professor Hannah holds an endowed chair in management at Wake Forest University School of Business. He is a retired US Army Colonel with vast practical experience leading complex organizations and developing leaders. He previously was the Director of Leadership and Management Programs at West Point – The United States Military Academy, and as the Director of the US Army’s center for the profession and character-based leader development.
Dr. Hannah holds a PhD in Management from the University of Nebraska-Lincoln. He sits on the editorial boards of numerous top academic journals such as the Journal of Applied Psychology, and has published a breadth of papers in the world’s premier management journals. As a practicing leader, he has served in command and staff positions in Infantry units in Europe, Cuba, Panama, Southwest Asia, and the United States. He served in combat with the lead unit of 3d Armored Division during Desert Storm, where his unit was awarded the Valorous Unit Award and he the Bronze Star. He has served from the lowest tactical levels to the highest strategic levels, having worked for two Chiefs of Staff of the Army and an Assistant Secretary; an engaged and effective educator and trainer, he synthesizes his research and practical leadership experience to engage students and leaders and enhance their learning. Beyond university teaching he has conducted over 300 executive education programs with major corporations and other U.S. and international organizations on leadership, leader development and character development.