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First Friday Feedback: August 2022

First Friday Feedback

English - August 05, 2022 16:26 - 25 minutes - 57.3 MB - ★★★★★ - 2 ratings
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Previous Episode: First Friday Feedback: June 2022
Next Episode: First Friday Feedback: September 2022

In this month’s episode of First Friday Feedback, Phil and his guest dive into the “five R’s: resignation, return, retain, recruit, and retirement.” Each of these areas is of focus in the wealth management industry today. Listen in to hear their take on how we got here and how we move forward.

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