Preserving Financial Services Knowledge During the Great Resignation
Allego
NOVEMBER 23, 2021
Power study, the average financial advisor is 55 years old and 20% are 65 and older. This planning will pay dividends long into the future, as the process can be used not only to harvest the wisdom of retirees but of any top performer at the company. This impact crosses corporate functions, but is especially concerning for sales teams.
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