Zero Alpha Group (ZAG), an alliance of independent advisory firms, is zeroing in on the next generation of members prospective leaders. The group has formed the Zero Leadership Institute (ZLI), hoping for positive results. We havent seen anything honed to the RIA space, in terms of leadership development, Brent Brodeski, CEO of Savant Capital Management and a founding member of ZAG, said in an interview. Consequently, ZAG created ZLI.
ZAG is by no means a run-of-the-mill study group. It consists of seven member firms, which collectively manage over $8 billion for more than 5,800 clients. ZAG has its own website (An International Study Group For Fiduciary Financial Advisors) and has hired an executive director, Katie Cullen, who has more than 15 years of financial industry experience, to run ZAG, as she put it.
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