Katie Calagui

Katie Calagui, a people and talent consultant with a rich background in financial planning, discusses the intricacies of building thriving teams in advisory firms. She highlights the importance of a supportive culture where advisors are held accountable for nurturing talent. Katie emphasizes the need for structured coaching and development, as well as metrics to measure success, such as client retention and team engagement. She also warns against relying too heavily on AI for training, advocating instead for meaningful mentorship to build the next generation of advisors.