Preserving Financial Services Knowledge During the Great Resignation
Allego
NOVEMBER 23, 2021
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. Harvesting the institutional knowledge of advisors, product managers, and subject matter experts (SMEs) is essential. Replicating “A” Players. Preparing for a New Era.
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