Pivotal

SE02 E02 Building a Billion Dollar RIA From Scratch | Charles Chuck Failla

Maureen Fitzgerald — Wed, 19 Aug 2026 13:00:00 +0100

In today's episode of Pivotal, Maureen sits down with Charles "Chuck" Failla, CFP, Founder and CEO of Sovereign Financial Group, one of the fastest growing RIA platforms in the country. Chuck walks through his unlikely path into wealth management, starting as a fundraising consultant before becoming a cold calling stockbroker in the early 90s, then making the leap to fee based financial planning and eventually launching his own independent RIA in 2019. He talks candidly about the moment that pushed him to go fully independent, the media work that no longer fit inside a broker dealer compliance structure, and the two years he spent building his business with almost no clients and a rescued stray cat as his only dependant.
The conversation goes deep into what it actually takes to build and scale an advisory firm, from the costly early mistake of building the wrong tech stack to the philosophy behind Sovereign's planning first, fiduciary always model. Chuck also shares how his childhood shaped his risk tolerance and work ethic, why freedom is the real driver behind most entrepreneurs in this space, and what he's planning for the next chapter as he begins handing more of the business to the next generation of leaders at Sovereign. It's an honest look at what going independent really costs, and what it can give back.

Key takeaways
Chuck went two years without a single client after switching from commission based stock sales to fee based financial planning
The biggest early mistake was building the wrong technology stack, which cost fifty thousand dollars and six months to fix
Freedom to run the business on your own terms is the primary driver for most advisors who go independent, not just a higher payout
The RIA industry offers one of the lowest barriers to entry combined with the highest upside potential of any business model
Sovereign Financial Group offers three paths for advisors going independent: joining under the Sovereign brand, joining under their own brand, or building their own RIA with support through Sovereign as a Service
Chuck is preparing to transition day to day leadership to the next generation while stepping back into a pure advisor and media role

Connect with Chuck Failla:
LinkedIn: https://www.linkedin.com/in/charlesfailla/
Sovereign Financial Group: https://www.sfgroupinc.com
goRIA Podcast: https://www.goria.com

If you're an advisor thinking about going independent, or just want to hear a real story about building something from nothing, this episode is worth your full attention. Subscribe to Pivotal so you don't miss the next conversation.

I hope you enjoy this episode!

Give it a like, share, and subscribe to not miss the content coming your way weekly.

Maureen and the Pivotal podcast team

Connect with Maureen on LinkedIn:
https://www.linkedin.com/in/maureen-fitzgerald-3494a888/

Visit the Movere website here:
https://www.themovere.com

Listen to Pivotal on these podcast platforms:

Spotify: https://open.spotify.com/show/7EwDrbfJNwR6iuWCO5ImiV
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-gen-gap/id1832947907
Amazon Podcasts: https://music.amazon.com/podcasts/858936e1-c8ca-4b2d-b054-d3837c70eea3/the-gen-gap

#entrepreneur #entrepreneurship #business #podcast #podcastshow #talent #retaintalent #newepisode #success #executivecoaching #leadershipdevelopment #womensleadership #organizationalleadership #salesmanagement #assetmanagement #seniorleadership #emergingleaders #newhires #nextgeneration #affinitygroups #genz #millennials

Pivotal with Maureen Fitzgerald is a podcast that brings together the most influential voices in asset management and investment banking, CEOs, COOs, and Heads of Distribution with the authority to shape the direction of their firms. In each episode, we unpack how these senior leaders are redefining talent, culture, and leadership during a time of generational transition, AI disruption, and the rise of personal brand dominance. Through candid conversations, we explore how these leaders are building resilient, future-ready firms.

Tune in to our episodes and like and subscribe so you don't miss out on any content!

SE02 E01 - Why The Right Fit Beats Prestige Every Time | Ryan Stever

Maureen Fitzgerald — Wed, 05 Aug 2026 13:00:00 +0100

Ryan Stever built a career across the Federal Reserve, Acadian Asset Management, Citadel, and Aperio before landing at Intech Asset Management, where he's spent years as Chief Investment Officer rebuilding the firm's investment team. In this conversation, he walks through the moves that felt right and the ones that didn't, and the mentor who redirected his path early on when he wasn't sure where he was headed.

Ryan talks candidly about the difference between a role that looks good on paper and one that actually fits, the "something's off" feeling that told him when to leave, and why a team's emotional state matters as much as its output. He also gets into how he makes fast calls with imperfect information, what he's learned about mentoring others, and the book he's writing about the trade-off between personal growth and the sense of security people need to take real risks.

Trusting the right mentor at the right moment can redirect an entire career, even when it doesn't feel pivotal at the time
A role that's prestigious on paper isn't always the best fit, and that "something's off" feeling is worth listening to
Building a team that lasts means tuning into people's emotional needs, not just their output
Staying open to what's out there, even when settled, is a useful check on whether you're still supported and growing
Fast decisions made with imperfect information tend to beat slow ones made with full agreement

Ryan Stever, Chief Investment Officer at Intech Asset Management
LinkedIn: https://www.linkedin.com/in/ryan-stever-896b0735/

If this one resonated, subscribe to Pivotal for more conversations about the moments that changed the direction of someone's career.

I hope you enjoy this episode!

Give it a like, share, and subscribe to not miss the content coming your way weekly.

Maureen and the Pivotal podcast team

Connect with Maureen on LinkedIn:
https://www.linkedin.com/in/maureen-fitzgerald-3494a888/

Visit the Movere website here:
https://www.themovere.com

Listen to Pivotal on these podcast platforms:

Tune in to our episodes and like and subscribe so you don't miss out on any content!

SE01E14 Leading with Why | Dan Lagan of Congress Asset Management

Maureen Fitzgerald — Wed, 19 Nov 2025 13:00:00 +0000

Is the most powerful leadership skill simply knowing when to ask why? In this episode of The
Gen Gap, host Maureen Fitzgerald sits down with Dan Lagan, CEO and CIO of Congress Asset
Management, for a candid conversation about the bold decisions that shaped the firm’s culture
and the challenge of fostering connection in a hybrid workplace, where earbuds replace hellos
and spontaneous collaboration is increasingly rare. Dan reflects on the evolution of his leadership
style, shaped by experience and the constant need to adapt. But at the heart of it all is one
deceptively simple habit: asking why. Dan believes that asking why isn’t just a tool, it’s a
mindset and one that every leader needs to master. I hope you enjoy this episode!
Subscribe, like and share for insights on how today’s leaders are preparing the next generation to
succeed in a rapidly changing financial world – Maureen and the Gen Gap podcast team.
Engaging younger generations, her business is executive coaching
Connect with Maureen on LinkedIn: / maureen-fitzgerald-3494a888
Visit the movere website here: https://www.themovere.com
Visit the Congress Asset Management website here: https://www.congressasset.com

I hope you enjoy this episode!
Give it a like, share, and subscribe to not miss the content coming your way weekly.
– Maureen and the Gen Gap podcast team

Engaging younger generations, her business is executive coaching
Connect with Maureen on LinkedIn: https://www.linkedin.com/in/maureen-fitzgerald-3494a888/
Visit the movere website here: www.themovere.com

Listen to The Gen Gap on these podcast platforms:
Spotify: https://open.spotify.com/show/7EwDrbfJNwR6iuWCO5ImiV
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-gen-gap/id1832947907
Amazon Podcasts: https://music.amazon.com/podcasts/858936e1-c8ca-4b2d-b054-d3837c70eea3/the-gen-gap

#entrepreneur #entrepreneurship #business #podcast #podcastshow #talent #retaintalent #newepisode #Podcast #success #business #ExecutiveCoaching #LeadershipDevelopment #WomensLeadership #OrganizationalLeadership #SalesManagement #AssetManagement #SeniorLeadership #EmergingLeaders #NewHires #NextGeneration #AffinityGroups #GenZ #Millennials
The Gen Gap with Maureen Fitzgerald is a podcast that brings together the most influential voices in asset management and Investment Banking - CEO's, COO's and Heads of Distribution with the authority to shape the direction of their firms. In each episode, we unpack how these senior leaders are redefining talent, culture, and leadership during a time of generational transition, AI disruption and the rise of personal brand dominance. Through candid conversations, we explore how these leaders are building resilient, future-ready firms.

Tune in to our episodes and like and subscribe so you don’t miss out on any content!

SE01E13 Innovation in the Digital Age | Adina Krausz of InnoSource Ventures

Maureen Fitzgerald — Wed, 12 Nov 2025 13:30:00 +0000

How do you lead with clarity, empathy, and innovation in a remote, AI-driven world? In this episode of The Gen Gap, host Maureen Fitzgerald sits down with Adina Krausz, CEO of InnoSource Ventures AG, to explore how radical transparency, AI tools, and a flat hierarchy empowers young professionals, fosters transparency, and builds a culture where innovation thrives and feedback flows freely. Whether you're a seasoned leader or just starting out, this episode offers fresh insights into building resilient, connected teams in the age of remote work and artificial intelligence. I hope you enjoy this episode!

Subscribe, like and share for insights on how today’s leaders are preparing the next generation to succeed in a rapidly changing financial world – Maureen and the Gen Gap podcast team.

Engaging younger generations, her business is executive coaching -
Visit the InnoSource Ventures website here: https://innosourceventures.com

I hope you enjoy this episode!
Give it a like, share, and subscribe to not miss the content coming your way weekly.
– Maureen and the Gen Gap podcast team

Tune in to our episodes and like and subscribe so you don’t miss out on any content!

SE01E12 - The Confidence Shift | Kat Mello of Morgan Stanley

Maureen Fitzgerald — Wed, 05 Nov 2025 13:00:00 +0000

Have you ever wondered whether you are capable of more? In this episode, Kat Mello,
Managing Director of Morgan Stanley and COO of the Specialty Solutions Group explores how
confidence, curiosity, and human connection have shaped her career journey. Kat shares how a
manager’s belief in her potential changed everything and why she now makes it her mission to
pay it forward. Whether she’s advocating for face-to-face collaboration in a tech-driven world or
encouraging young professionals to speak up and seek support, Kat reminds us that success isn’t
just about what you know, it’s about who you become when someone believes in you. I hope you
enjoy this episode!
Subscribe, like and share for insights on how today’s leaders are preparing the next generation to
succeed in a rapidly changing financial world – Maureen and the Gen Gap podcast team.
Engaging younger generations, her business is executive coaching
Connect with Maureen on LinkedIn: / maureen-fitzgerald-3494a888
Visit the movere website here: https://www.themover.com
Visit the Morgan Stanley website here: https://www.morganstanley.com

I hope you enjoy this episode!
Give it a like, share, and subscribe to not miss the content coming your way weekly.
– Maureen and the Gen Gap podcast team

Tune in to our episodes and like and subscribe so you don’t miss out on any content!

SE01E11 - Leading with Trust | With Jan-Moritz Hohn of Leverest

Maureen Fitzgerald — Wed, 29 Oct 2025 12:00:00 +0000

What if AI’s real superpower isn’t replacing jobs—but freeing us to focus on what truly matters? In this episode of The Gen Gap, host Maureen Fitzgerald sits down with Jan-Moritz Hohn, Founder and CEO of Leverest, an AI-powered private markets platform transforming how investment professional’s work. By automating tedious tasks, Leverest gives teams back their time to build relationships, analyze deals, and drive real impact. Jan shares how he built a global, decentralized culture rooted in trust, flexibility, and performance. From virtual offices and global offsites to video game socials and collaborative learning, this episode reveals how AI, purpose, and passion are reshaping the future of high-performance teams.

I hope you enjoy this episode!
Give it a like, share, and subscribe to not miss the content coming your way weekly.
– Maureen and the Gen Gap podcast team

Tune in to our episodes and like and subscribe so you don’t miss out on any content!

SE01E10 - The Personal Brand Revolution | With Morgan Deane of Baader Helvea

Maureen Fitzgerald — Wed, 22 Oct 2025 13:45:09 +0100

In this episode, Morgan Deane, CEO of Baader Helvea, unpacks the shifting dynamics of modern employment. As Gen Z enters the workforce with personal brands, parallel income streams, and a mindset geared toward independence, traditional employers face a new challenge: attracting — and retaining — the very talent most likely to leave. Morgan explores how companies can respond by reframing recruitment, embracing personal branding, and offering growth as the new currency of loyalty. It’s a candid conversation about the future of work, the rise of solopreneurship, and why the best employees may never plan to stay.

I hope you enjoy this episode!
Give it a like, share, and subscribe to not miss the content coming your way weekly.
– Maureen and the Gen Gap podcast team

Tune in to our episodes and like and subscribe so you don’t miss out on any content!

SE01E09 - Purpose over Profit | With Christen Dali of Peel Hunt

Maureen Fitzgerald — Wed, 15 Oct 2025 13:00:00 +0100

What if the future of work isn’t driven by margins but by meaning? In this episode of The Gen Gap, host Maureen Fitzgerald sits down with Christen Dali, Chief Operating Officer of Equities and Research at Peel Hunt, to explore how leadership is being redefined in a global, purpose-driven workplace. From navigating cross-cultural dynamics to building trust across generations, Christen shares how younger professionals are redefining success not by titles and paychecks, but by meaning, values and impact. In a world where purpose is no longer a perk but a priority, leaders must evolve or risk being left behind. I hope you enjoy this episode!

Check out https://www.peelhunt.com for more info!

I hope you enjoy this episode!
Give it a like, share, and subscribe to not miss the content coming your way weekly.
– Maureen and the Gen Gap podcast team

Tune in to our episodes and like and subscribe so you don’t miss out on any content!

SE01E08 - Lead like a Captain! | With Kristian Cook of Liontrust Asset Management PLC

Maureen Fitzgerald — Wed, 08 Oct 2025 13:00:00 +0100

Why do the best sales leaders build culture before they build pipeline? In this episode of The Gen Gap, host Maureen Fitzgerald sits down with Kristian Cook, Global Head of Distribution at Liontrust Asset Management PLC to unpack the real difference between leading and managing—from setting standards through action to building trust through culture. You’ll hear how discomfort became a tool for growth, how product knowledge turned into team pride, and how creating space for honest voices transformed performance. If you care about leadership that actually leads, this one’s for you.

I hope you enjoy this episode!
Give it a like, share, and subscribe to not miss the content coming your way weekly.
– Maureen and the Gen Gap podcast team

Tune in to our episodes and like and subscribe so you don’t miss out on any content!

SE01E07 - AI Doesn't Build Trust. People Do. | With Megan McDonald of Daiwa Capital Markets

Maureen Fitzgerald — Wed, 01 Oct 2025 13:00:00 +0100

Does automation and AI demand a new approach to talent development and retention? In this episode of The Gen Gap, host Maureen Fitzgerald sits down with Megan McDonald, CEO of Daiwa Capital Markets Europe to unpack how automation, AI disruption, and generational change are redefining leadership in investment banking. With 25 years of global experience—from building first-of-their-kind financial structures in Africa to leading teams across China, Europe, and the U.S.—this guest shares how retraining, purposeful development, and cross-functional exposure are becoming essential tools for future-proofing talent—and why culture, not just technology, is the true engine of transformation.

I hope you enjoy this episode!

Subscribe, like and share for insights on how today’s leaders are preparing the next generation to
succeed in a rapidly changing financial world – Maureen and the Gen Gap podcast team.
Through executive coaching, Maureen helps leaders unlock the full potential of their teams.
Connect with Maureen on LinkedIn: / maureen-fitzgerald-3494a888
Visit Maureen’s website here: www.themovere.com
Guest website: https://www.uk.daiwacm.com/

00:00 Megan McDonald's Journey to CEO
06:04 Supporting the Next Generation
11:45 Corporate Social Responsibility and Community Impact
17:48 Legacy and Breaking Barriers

The Gen Gap is a podcast that explores the future of high-paying finance careers in the age of AI,
automation, and personal branding. Are investment banking and asset management still viable
career paths for Gen Z and Millennials? Can these industries continue to offer the skills training,
leadership development, and career mobility needed to thrive? Senior finance leaders unpack
how generational shifts, AI disruption, and cultural transformation are reshaping talent strategy.
Learn how top firms are investing in retraining, building resilient teams, and redefining
leadership for a future-ready workforce. #generationalgap, #bridginggenerations
#nextgeneration, #genz, #finance, #assetmanagement, #investmentbanking, #leadership,
#culture, #talent, #career, #strategy, #thoughtleader, #behaviorpatterns, #ai #personalbrand
#futureofwork
Listen to The Gen Gap on these podcast platforms:
Spotify: https://open.spotify.com/show/7EwDrbf...
Apple Podcasts: https://podcasts.apple.com/us/podcast...
Amazon Podcasts: https://music.amazon.com/podcasts/858...
Tune in to our episodes and like and subscribe so you don’t miss out on any content!

SE01E06 - AI Wake-up Call: Culture vs Code | With Anais Faraj of Western Asset Management

Maureen Fitzgerald — Wed, 24 Sep 2025 13:00:00 +0100

Can legacy leadership survive the algorithmic age—or will Gen Z and AI redefine the rules before it catches up? In this episode of The Gen Gap, host Maureen Fitzgerald sits down with Anais Faraj, Head of Distribution for Middle East and Africa at Western Asset Management to explore how AI is reshaping the DNA of asset management—from talent pipelines to cultural norms and leadership mindsets. As the industry shifts from human-intensive processes to machine-led systems, we unpack the tension between time-tested leadership and the digital-native workforce, and what it takes to build a bridge between generations.

I hope you enjoy this episode!

00:00 The Evolution of Leadership in the Age of AI
03:07 Generational Dynamics in the Workplace
06:02 AI's Role in Cultural Transformation
08:50 Building Trust and Mentorship Across Generations
11:51 Training and Career Development for Future Leaders
14:46 Networking and Relationship Building in the Modern Workplace
17:46 Legacy and Seamless Transition in Leadership

SE01E05 - Asking Questions Shapes Better Leaders | With Andrew Hampshire of Gresham House

Maureen Fitzgerald — Wed, 17 Sep 2025 13:00:00 +0100

In this conversation, Maureen and Andy share insights on leadership, the importance of asking questions, and how his perspective has evolved over time. They discuss the challenges and opportunities presented by generational differences in the workplace, emphasizing the need for flexibility and purpose in organizational culture. They highlight the significance of mentorship, career progression, and the role of company values in attracting talent, particularly from younger generations. They conclude by reflecting on the legacy Andy wishes to leave as a leader in the industry.

I hope you enjoy this episode!
Give it a like, share, and subscribe to not miss the content coming your way weekly.
– Maureen and the Gen Gap podcast team

Visit the Gresham House website here: https://greshamhouse.com/

#leadership #bridginggenerations #ai #personalbrand #futureofwork #finance #investmentbanking #strategy #thoughtleadership #culture #talent #generationalchange #aidisruption
The Gen Gap with Maureen Fitzgerald is a podcast that brings together the most influential voices in asset management and Investment Banking - CEO's, COO's and Heads of Distribution with the authority to shape the direction of their firms. In each episode, we unpack how these senior leaders are redefining talent, culture, and leadership during a time of generational transition, AI disruption and the rise of personal brand dominance. Through candid conversations, we explore how these leaders are building resilient, future-ready firms.

Tune in to our episodes and like and subscribe so you don’t miss out on any content!

SE01E04 - Focus On What You Enjoy | With Greg Friedman of Peachtree Group

Maureen Fitzgerald — Wed, 10 Sep 2025 13:00:00 +0100

In this conversation, Greg Friedman shares valuable insights on career advice, leadership, and company culture. He emphasizes the importance of focusing on inputs rather than outcomes, the significance of transparency and communication in leadership, and the lessons learned from navigating the challenges of COVID-19. Greg discusses the successful transition back to office culture and the initiatives taken to foster a positive work environment. He concludes with his vision for leaving a sustainable legacy in the industry.

I hope you enjoy this episode!
Give it a like, share, and subscribe to not miss the content coming your way weekly.
– Maureen and the Gen Gap podcast team

#entrepreneur #entrepreneurship #business #podcast #podcastshow #talent #retaintalent #newepisode #Podcast #success #business #ExecutiveCoaching #LeadershipDevelopment #WomensLeadership #OrganizationalLeadership #SalesManagement #AssetManagement #SeniorLeadership #EmergingLeaders #NewHires #NextGeneration #AffinityGroups #GenZ #Millennials
The Gen Gap with Maureen Fitzgerald is a podcast that brings together the most influential voices in asset management and Investment Banking - CEO's, COO's and Heads of Distribution with the authority to shape the direction of their firms. In each episode, we engage senior leaders in honest, in-depth conversations about how they’re navigating one of the industry’s most complex transitions – redefining talent, leadership, and culture amid generational shifts, rapid technological change fueled by AI, and evolving client expectations. Through candid conversations, we will uncover how these leaders are building resilient, future-ready firms.

Tune in to our episodes and like and subscribe so you don’t miss out on any content!

SE01E03 - The Young Professionals Network | With Sean Kenney

Maureen Fitzgerald — Wed, 03 Sep 2025 13:00:00 +0100

Welcome to The Gen Gap!
In this conversation, Sean Kenney shares his extensive career journey at MFS, highlighting the importance of mentorship, leadership evolution, and the empowerment of young professionals. He discusses the initiatives in place to foster intergenerational connections, community engagement, and a collaborative culture that drives career progression. Kenney emphasizes the significance of grassroots initiatives and the legacy he hopes to leave as a leader, focusing on authenticity and empowerment.

I hope you enjoy this episode!
Give it a like, share, and subscribe to not miss the content coming your way weekly.
– Maureen and the Gen Gap podcast team

#entrepreneur #entrepreneurship #business #podcast #podcastshow #talent #retaintalent #newepisode #Podcast #success #business #ExecutiveCoaching #LeadershipDevelopment #WomensLeadership #OrganizationalLeadership #SalesManagement #AssetManagement #SeniorLeadership #EmergingLeaders #NewHires #NextGeneration #AffinityGroups #GenZ #Millennials
The Gen Gap with Maureen Fitzgerald is a podcast that brings together the most influential voices in asset management and Investment Banking - CEO's, COO's and Heads of Distribution with the authority to shape the direction of their firms. In each episode, we engage senior leaders in honest, in-depth conversations about how they’re navigating one of the industry’s most complex transitions – redefining talent, leadership, and culture amid generational shifts, rapid technological change fueled by AI, and evolving client expectations. Through candid conversations, we will uncover how these leaders are building resilient, future-ready firms.

Tune in to our episodes and like and subscribe so you don’t miss out on any content!

SE01E02 - The Importance of Building Network | With Philip Baker

Maureen Fitzgerald — Wed, 20 Aug 2025 15:15:59 +0100

I hope you enjoy this episode!
Give it a like, share, and subscribe to not miss the content coming your way weekly.
– Maureen and the Gen Gap podcast team

#entrepreneur #entrepreneurship #business #podcast #podcastshow #talent #retaintalent #newepisode #Podcast #success #business #ExecutiveCoaching #LeadershipDevelopment #WomensLeadership #OrganizationalLeadership #SalesManagement #AssetManagement #SeniorLeadership #EmergingLeaders #NewHires #NextGeneration #AffinityGroups #GenZ #Millennials
The Gen Gap with Maureen Fitzgerald provides a platform where CEO's, COO's and Heads of Distribution in asset management and investment banking reveal how they’re building resilient, future-ready firms. Through candid conversations, senior leaders share how they’re navigating one of the industry’s most complex transitions – redefining talent, leadership, and culture amid generational shifts, rapid technological change, and evolving client expectations.

SE01E01 - This Is How You Retain Talent | With Chat Reynders

Maureen Fitzgerald — Wed, 13 Aug 2025 09:51:08 +0100

Welcome to the first episode of The Gen Gap!

In this conversation, Chat Reynders shares his unique journey from producing an IMAX film on whales to founding Reynders McVeigh Capital Management, a firm focused on sustainability investing. He discusses the evolution of leadership in a multi-generational workforce, the importance of flexibility and collaboration in the workplace, and the commitment to sustainable investing. Reynders emphasizes the significance of culture and mission in retaining talent and inspiring the next generation of employees.

I hope you enjoyed this episode. Please like and subscribe so you don't miss out on any content.

I hope you enjoy this episode!
Give it a like, share, and subscribe to not miss the content coming your way weekly.
– Maureen and the Gen Gap podcast team

#entrepreneur #entrepreneurship #business #podcast #podcastshow #talent #retaintalent #newepisode #Podcast #success #business #ExecutiveCoaching #LeadershipDevelopment #WomensLeadership #OrganizationalLeadership #SalesManagement #AssetManagement #SeniorLeadership #EmergingLeaders #NewHires #NextGeneration #AffinityGroups #GenZ #Millennials
The Gen Gap with Maureen Fitzgerald provides a platform where CEO's, COO's and Heads of Distribution in asset management and investment banking reveal how they’re building resilient, future-ready firms. Through candid conversations, senior leaders share how they’re navigating one of the industry’s most complex transitions – redefining talent, leadership, and culture amid generational shifts, rapid technological change, and evolving client expectations.