The Psychology of Leadership: How RIAs Can Improve the Bottom Line with a Stronger Organizational Culture The evolving landscape of wealth management requires a sustainable employee experience that yields collaboration, innovation, and increased client satisfaction. In the face of increasing burnout, decreasing employee engagement, and employee turnover, how can leaders best position themselves and their firm for success?

Join us on May 2nd to hear from Sam Ushio, Founder & Chief Ikigai Officer at Connect3x. He will share valuable insights into leadership psychology, science-based solutions, and actionable steps to support an organizational culture that attracts, develops, and retains top talent.

And, get a sneak peek into the RIA Growth Lab, an innovative offering that aims to enable the growth and productivity of RIAs through comprehensive practice valuation consulting services, leveraging cutting-edge technology to deliver actionable insights.

Join us for a re-introduction to Envestnet and explore ideas from a leading RIA on what trends will fuel the success of advisory practices moving forward.