Does your advisory firm have a Great Resignation backup plan?

“If you are at all involved in the planning process for your firm, it’s a good idea to keep the old Mike Tyson quote top-of-mind: ‘Everybody has a plan until they get punched in the mouth.'” Brian McLaughlin, CEO of Redtail, recently shared his thoughts on using your CRM to reduce the potential for an institutional knowledge drain during the Great Resignation.

You can read “Does your advisory firm have a Great Resignation backup plan?” at Financial Planning here.