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Select Advice off to Yale University School of Management

Written and accurate as at: Jun 13, 2019 Current Stats & Facts

 

Our Directors Eric Bohl and Tony Pati have recently returned from a very successful week long study tour in New York which included meetings with fund managers, some of the largest insurance companies in the world and they also completed a specially tailored ‘executive education program’ at the world-renowned Yale University School of Management.


The 2019 study tour was sponsored by our licensee Millennium3 and bought together the 2018 National Award-Winning practices from around Australia to share best practice ideas, gain valuable professional financial information from some of the world’s biggest financial institutions and also to gain an insight into world leading practices in the key areas of successful leadership styles, ethics and business management.


Both our directors agree that this year’s study tour was outstanding in terms of the strategic financial information gained and exposure to renowned academic educators in business management and leadership.                                                                                                                                                                                                                             

Pictured above Eric & Tony receiving their Yale University certificate from Dr Daylian Day


Tony was particularly impressed by the course at Yale University - “ this was a surreal and amazing experience knowing that some American Presidents, International and U.S. politicians, dignitaries, billionaires and CEO’s of the biggest companies in the U.S and the world have attended Yale’s School of Management and been taught by Professor Jeffrey Sonnenfeld who shared his time and knowledge with us”


As a firm, Select Advice Financial Planning is continually looking at ways to improve our business model for the benefit of all our stakeholder’s particularly our loyal clients and staff. This year’s study tour to New York illustrates our commitment to learn and benchmark ourselves against the best in the world and bring back valuable insights, information and knowledge to ensure that we keep advising and guiding our clients in the best possible ways.

 

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