Finding the Right Team with Liv Olson

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.

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Dimensional: Managing Your Practice

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Fireside Chat - M&A: The Framework for a Successful Transition and Integration