A slippery slope that starts with an aging demographic within the financial services industry and a lack of transition plans from both agents and advisors which puts assets, client relationships, and future growth at risk.
From growing profits to ensuring existing assets are protected. And of course, there's providing on-going talent management to keep your current agent force engaged while understanding the gaps in your talent pool. It seems like the hurdles for Home Office just seem to keep getting bigger and bigger.
