Our own Julie Genjac moderated a panel on mindset at the #ForbesSHOOKTopTeams Summit in Miami. Together with Jon Kuttin and Nestor Vicknair, they discussed what it takes to shift from "advisor" to "leader" as your team continues to grow. Learn more here: bit.ly/4c2sgv0

Blue Owl's Chad Colombo led a great discussion about career paths and culture at a fantastic event with some of the industry's best at this year's @Forbes @shookresearch Top Teams Summit. Learn more about Blue Owl's private wealth team below. #ForbesSHOOKTopTeams

Last week @kenwvanleeuwen had the privilege to sit down with @garycarrai, @LPL and Gary Swearingen at #ForbesSHOOKTopTeams and shared how @vanleeuwenco281 continues to master financial planning and build a team for its growth in servicing its clients.

Merrill Lynch’s Raj Sharma shared how incorporating purpose into your team can help make a meaningful impact in your clients’ lives and beyond, with John Moninger, head of U.S. Distribution, Allspring Global Investments. #forbesSHOOKTopTeams #forbes #shookresearch

Thanks to everyone who joined us at our SOLD OUT 2024 Forbes | SHOOK Top Teams Summit! With your help, we elevate the industry by sharing best practices and raising professional standards. #forbesSHOOKTopTeams #forbes #shookresearch #wealthmanagement #investmentadvisor

TRX Training Owner and CEO Jack Daly explained how a healthy lifestyle can lead to positive physical and mental returns with Merrill Lynch’s Charles Balducci. #forbesSHOOKTopTeams #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor

Andrew Schultz of Morgan Stanley Private Wealth Management shared how to build a team with a deeper purpose that can make an impact in clients' lives with Ares Management Corporation’s Moshe Bajnon. #forbesSHOOKTopTeams #forbes #shookresearch #wealthmanagement

Congratulations to Julie Kelly of Edward Jones & Patrick Schaffer of UBS for winning SHOOK® Showdown - Teams Best Idea Competition! #forbesSHOOKTopTeams #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor

We heard a lot of great ideas at today’s SHOOK Showdown - Teams Best Idea Competition; stay tuned tomorrow to find out the winner! #forbesSHOOKTopTeams #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor

America’s Top-Ranked Advisor, Merrill Lynch’s Jeff Erdmann, and his team members Kersten Rivas and Tony Carpentieri, discussed how to establish a team’s culture to create an effective workplace with Blue Owl Capital's Chad Colombo. #forbesSHOOKTopTeams #forbes #shookresearch

Great to hear Blackstone Co-Founder & CEO Stephen A. Schwarzman share some of his experiences in entrepreneurship, and the keys to establishing a high-functioning organization. #forbesSHOOKTopTeams #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor

Starwood Capital Group Chairman & CEO Barry Sternlicht discussed Starwood’s evolution and how defining success can help establish the team around you with UBS’ John S. Matthews. #forbesSHOOKTopTeams #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor

Adam Epstein of UBS sat down with Janus Henderson Investors’ Tony Grigonis to discuss how to build a well-equipped team for the future of wealth management. #forbesSHOOKTopTeams #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor

David Katz of Merrill Lynch and Kevin M. Sanchez of Graystone Consulting from Morgan Stanley spoke with PIMCO’s John Nersesian about new processes when working with clients. #forbesSHOOKTopTeams #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor

Chloe Berry, Managing Director and Head of the Brookfield Asset Management Infrastructure Income Fund, gave insights into Brookfield’s view of the infrastructure market and where it’s poised to go. #forbesSHOOKTopTeams #forbes #shookresearch #wealthmanagement #investmentadvisor

Dr. Bill Klepper, the Academic Director in Executive Education for the Columbia Business School, and Jennifer Tarsney of New York Life Investments shared how flow theory can be used to help prepare advisor teams for a successful transition. #ForbesSHOOKTopTeams

The SHOOK team is psyched to see our Top Advisor Community as we kickoff our SOLD OUT 2024 Forbes | SHOOK Top Teams Summit in South Beach! #forbesSHOOKTopTeams #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor

@JasonKatzUBS Congratulations! 👏 👏 #ForbesSHOOKTopTeams

COMING SOON! 2024 Forbes | SHOOK Top Teams Summit in Miami Beach – Feb. 20-22, 2024. Celebrate your team's achievements and join us in South Beach at this industry-leading event! Register now: bit.ly/3LzM4KU #forbesSHOOKTopTeams #forbes #SHOOKResearch #wealthmanagement

.For more team-centric content, make sure to attend our 2024 Forbes | SHOOK Top Teams Summit in Miami Beach. Please visit bit.ly/3LzM4KU for more information. #forbesSHOOKTopAdvisor #forbes #shookresearch #wealthmanagement #financialadvisor #forbesSHOOKTopTeams