When polled, 90% of employees believe teams are critical to success in their organization, but only 25% believe their team to be effective. Whether you find your team to be effective or not, what are some strategies that successful teams employ?

Shandel Sutherland and Liv Olson share more than four decades of combined experience helping build highly effective teams.

Listen in as Liv shares from her 20 years of experience in human resources, organizational development, and talent development roles in the RIA channel, highlighting the top mistake firm owners make in managing their businesses. You'll learn the warning signs of disengagement among team members, the most harmful thing for company culture and teams, and how new planners can identify firms with strong cultures and high-performing teams.

Consolidation is happening all over our industry, so one doesn’t have to look far to see M&A occurring among advisors, FinTechs, broker/dealers, and custodians alike. Some of these transitions have gone well; others have left the clients of these businesses scratching their heads, looking to alternatives after the integrations didn’t go as planned. In this Fireside Chat, we will talk about the lessons learned from advisors - and their success stories.