2023 Strategic Planning – Attracting Talent and Multi-Generational Clients

Oyster Stew - A Broth of Financial Services Commentary and Insights

English - October 06, 2022 17:00 - 25 minutes - 17.4 MB - ★★★★★ - 7 ratings
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Previous Episode: 2023 Strategic Planning – Navigating Industry Challenges

Next Episode: We've Been Using Risk Assessments for Years - Here's Why

In our previous podcast about strategic planning for 2023, Oyster Consulting CEO Buddy Doyle and Head of Business Development David Williams talked about challenges we are hearing from our clients, from managing the effects of industry trends and technology to succession planning.

In today’s Oyster Stew podcast, Buddy and Dave continue their conversation, sharing their thoughts on recruiting top talent and multi-generational wealth management clients, and some risks to consider.

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