About / Approach
You've built something valuable.
Let's grow the people who will grow with it.
Human-centered development
We develop the people your strategy depends on.
Our team has put in thousands of hours of training and coaching and delivered this work in offices across seven states, inside organizations that collectively oversee more than five trillion dollars AUM.
Based in Omaha, Nebraska, Denali works alongside ambitious RIA and wealth planning firms in growth mode.
Approach
Customization
Every program starts with your firm.
1-Day Firm Evaluation
We spend a day with your team, interviewing staff and reviewing your policies, processes, and client experience.
Full Report
You receive a complete report of your firm's needs and where to start.
Firm Intelligence
We capture what makes your firm yours – your value proposition, culture, standards, and language – and build it into every course, practice call, and coaching session.
Courses
Personalized for your firm.
Each course is personalized for your firm and offered in live sessions or webcasts.
Career Path Readiness
Advisor Track
- AT-200Client Communication4 sessions
- AT-201Presence and First Contact4 sessions
- AT-203Difficult Conversations5 sessions
- AT-210Meeting Command5 sessions
- AT-220Client Awareness4 sessions
- AT-310Hosting the Client4 sessions
- AT-320Conference Etiquette1 session
- AT-410Career Path: Advisor Track3 sessions
Service Track
- ST-200Service Standard8 sessions
- ST-210Ownership and Follow-Through4 sessions
- ST-220Composure Under Pressure4 sessions
- ST-300Career Path: Service Track3 sessions
Next Gen
- NG-300Be the Chair6 sessions
- NG-310Lead the Room6 sessions
- NG-320Connect with People6 sessions
- NG-330Decide Your Future6 sessions
Senior Advisor Development
- AD-400Managing My Team5 sessions
- AD-410Managing Performance5 sessions
- AD-420Developing Your People4 sessions
- AD-430Hiring and Onboarding4 sessions
- AD-440Leading Change4 sessions
- AD-450Relationship Building4 sessions
- AD-460HNW Relationships4 sessions
Foundations Coaching
Individualized Coaching
- FC-100New Hire Coaching3 sessions
- FC-101Culture1 session
- FC-102The Operating Cadence1 session
- FC-103Your Value Proposition1 session
- FC-200New Leader Promotion3 sessions
- FC-400Promotion Transition1 session
Coaching
Growth happens between session.
1:1 Coaching
Participants meet with their coach to report progress, work through challenges, and set their next steps.
The Coaching App
Each participant's progress is tracked in one place, along with a clear chart of their career goals.
Start a conversation
You know where you want the firm to go.
Let's talk about your goals.