Financial Coaching
Strength-Based Team Building
Innovative Design Thinking
Custom Workshops
This workshop provides financial education to the clients of Financial Advisors and families with significant financial assets. Through the training, your clients or family will learn about wealth-related themes like stewardship, investing, insurance, accounting, taxes, banking, debt, estates, trusts, philanthropy and much more. We help ensure that your clients’ legacies endure through the successful transfer of assets.
In this strengths-based approach to team building, we focus on how you can capitalize on your biggest asset: your employees.
Choose from half-day, whole-day, or two-day training sessions, in which we analyze each person’s strengths, using the CliftonStrengths assessment, then do a variety of activities through which employees learn methods for practical application.
Every employee leaves the workshop understanding their strengths and how they dovetail with the strengths of their co-workers, so they can work together to achieve their own and the company’s goals.
In this workshop, Millennial Guru works with teams of employees to help them realize a specific goal. Our Design Thinking Workshop isn’t your typical brainstorming session. It’s a unique, high-level approach designed to foster creativity and provide creative space.
In addition to generating innovative ideas, the Design Thinking workshop strengthens relationships and fosters team cohesiveness. Clients of the Design Thinking Workshop come away with fresh ideas, solid action plans, and highly-engaged employees who have tangibly contributed to company strategy.
Millennial Guru specializes in designing and delivering fully customized workshops based on your company’s specific needs.
Our workshops have helped clients create mission statements, prioritize goals, manage multiple-generation teams, and navigate change management. We inspire innovation, help employees reach their full potential, and help companies achieve their goals.