How do you retain key talent in today’s hypercompetitive labor market? Veteran financial advisor Don Simon, owner of Simon Financial Company, offers one answer in the form of a Talent Retention Plan. He joined host John Ray to discuss the details. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Simon Financial Company

Simon Financial Company is a nationwide specialty advisor with 35+ years of experience serving a diverse mix of over 350 business owners, law and accounting firms. We help increase and preserve the value of their business or practice so that the business owner or Partners/Principals can achieve their dreams and visions.

Most business owners think their plans are in order, but most need a more comprehensive and up-to-date plan. Failure to do too often results in large financial losses that can ruin a company. As part of an overall plan, if needed, we provide customized affordable life, disability, and long-term care coverage and retirement annuities with 15 top-rated insurers. Our 97% annual client retention rate speaks well of our prompt, professional service.

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