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Improving Retention Metrics and Attrition Outcomes

Date: December, 2020

Speakers: Dan Greene and Rick Swygman, Greene Consulting

Measuring retention and managing attrition risks is essential for all financial advisory firms. WISE and Greene Consulting share ways to improve retention metrics and attrition outcomes. What are "good" retention rates? How firms are tracking attrition causes? What firms are doing to manage attrition risks?

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