Webinar

icon for webinar

Engagement and retention strategies for your family office practice

What makes family office / wealth management (FO/WM) practices unique and how does technology contribute to a valuable advantage when recruiting and keeping staff engaged? In this webinar, three practice leaders will discuss their staffing and retention strategies including how they keep their employees engaged to avoid inclusion in the “great resignation.”

By joining this webinar you will be able to:

  • Discuss what makes a FO/WM practice unique from the larger CAS arena
  • Recognize how technology provides a competitive advantage when staffing
  • Identify recruiting and retainment tactics to implement in your practice

Upcoming webinars: