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C-Suite Series: Building Your Personal Wealth

Before you sit down to make a long-range agency plan, your personal plan needs to be in place.

What Will You Learn

  • How to create realistic finance goals for yourself

  • How to build a financial plan

  • How to measure financial success

  • How to gain personal wealth from your agency

Who Should Attend

  • C-level executives including agency owners, CEOs, and principals


  • 60 minutes

Course Description

Most agency owners will generate personal wealth from their agency — whether it’s through salary, deferred compensation, perks or ultimately selling out. In this course, Sam Williams and Jim Upson of Green Consultancy will walk you through a number of examples that will shed insight into how achievable your plan can be.

About the Thought Leader

Green Consultancy

  Sam Williams and Jim Upson of Green Consultancy have more than 70 years of collective agency experience
  as owners, CFOs, COOs and managing partners. We have an additional 10-plus years of CPA experience,
  performing audits and creating personal financial plans for our clients. We’ve seen all the highs and lows.
  And yes, we both walked away from our agencies after achieving our personal financial goals.


Becoming a Great Manager

It’s an exciting time when you first become a manager. But all too often in our industry, we give people the title and just expect them to be great at it. The truth is people don’t magically become great managers – it takes focus, skill and training. During this highly interactive one-day course, we will review core strategies and tools for all aspects of management – from delegation and communication to motivation and influence. This course is ideal for employees who are newly promoted into managerial roles or those who have been managers for less than seven years.

What You Will Learn
  • In the course, participants will learn modern and effective strategies, models and tools that they can use to immediately improve their skills in each area