3 Tools to Elevate Your Leadership Game
Includes a Live Web Event on 05/14/2026 at 12:00 PM (MDT)
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Brought to you by the Women & Finance Knowledge Circle:
Leadership isn’t defined by title or team size—it’s reflected in how you communicate, take ownership, and show up in your work and relationships.
Join executive leadership coach Shannon O’Toole for an interactive session designed to tackle the real challenges leaders face every day—whether you lead a team, collaborate with peers, or are focused on leading yourself more effectively.
We’ll begin by crowd-sourcing the most common leadership challenges from the group—then focus on three high-impact tools to help you lead with greater clarity, confidence, and intention.
In this session, Shannon will introduce practical frameworks to help you:
- Create clarity by setting expectations with yourself and others
- Strengthen feedback by building more open, effective communication in any relationship
- Improve collaboration so you can work more productively across teams, clients, and stakeholders
Each tool is simple, actionable, and designed for immediate use; whether you’re managing a team or navigating your own role within a broader organization.
This session is ideal for advisors, professionals, and leaders at any stage who want to elevate how they think, communicate, and lead—without adding unnecessary complexity.
Competency Level: Foundational
FPA Competency: Leadership
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0
Shannon O'Toole
Founder
Shannon O'Toole Coaching
Shannon O’Toole is an executive leadership coach, talent strategist, and people person at her core. For more than 20 years, she has built a career around understanding how people work and how strong leadership helps them thrive.
Her path began at General Mills, where she was drawn into the art and science of attracting and retaining top talent. That curiosity led her into executive search during the dot-com boom and eventually into a long tenure in the financial services industry. As Chief Talent Officer at Buckingham Wealth Partners, Shannon helped scale the firm from 75 to 500 employees and from a single office to 40 nationwide. She redesigned performance management, built training programs, created career paths, and coached both internal teams and more than 150 independent partner firms.
Today, Shannon works with founders, executives, and emerging leaders as they navigate the complexities of team growth, feedback, hiring, succession, and leadership transitions. Her coaching is clear, people-centered, and action-oriented. She is known for asking the right questions, challenging assumptions, and helping leaders move forward with confidence. Shannon’s approach is grounded in four essentials — clarity, feedback, kindness, and action — the same qualities she believes define the best leaders.
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