A Firm’s Cultural Necessities in the New Talent Landscape
Overview
According to research by FOX’s David Toth, advisors are facing the dilemma of replacing retiring baby boomers - along with their institutional knowledge - in large numbers, while adapting their “employment brand” to be attractive to a different generation of workers. As employees seek companies with cultures that align with their own values, recruiting and retaining the best and the brightest requires a strategic approach to talent. In this discussion, David will be joined by Susan Colpitts, Founder, Chief of Client Experience, Signature Family Wealth Advisors, and Mark Galante, President | Northeast Zone & Strategic Alliances, PURE Insurance who will cover their strategies in addressing the new talent landscape.
Presenters:
Susan Colpitts, Founder, Chief of Client Experience, Signature Family Wealth Advisors
Mark Galante, President | Northeast Zone & Strategic Alliances, PURE Insurance
David Toth, Managing Director, Family Office Exchange