Recruiting and Retaining Successful Leaders

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Original Air Date: June 26, 2019

Presenter: Chris Jones, Executive Benefit Consultant, O. M. Financial Group 

Description: In this session we review the issues that impact employee recruiting and retention from compensation, to culture, to benefits. We will also discuss ways to selectively provide benefits to your key employees that act as “Golden Handcuffs”.

Key Takeaways:

  • How to retain key knowledge of organization as you transition leaders into retirement
  • How to manage and ladder the vesting schedules, training, and fire drills
  • What are the risks to the institution

About the Presenter:

Chris Jones
Executive Benefit Consultant
O. M. Financial Group

Christopher J. Jones is an Executive Benefit Consultant at O. M. Financial Group, the specialists in implementing Supplemental Executive Retirement Plans in Credit Union and other non-profit organizations.  He is a Financial Planner at the Center for Wealth Preservation (CWP), headquartered in Syosset, NY. Utilizing over 29 years of experience in financial services, Chris works with an experienced team of planners in estate, business, investment, retirement planning and executive compensation. Working with non-profits, business owners, professionals and families, he provides exceptional service, recommends innovative ideas & concepts and utilizes blue chip quality products, to address the unique needs of each client.

Prior to joining OM Financial Group and CWP, Mr. Jones was a partner at the Financial Solutions Group with Sagemark Consulting.  During his career, Mr. Jones has moved vertically, holding positions ranging from Financial Advisor to Managing Partner.  While working as a Lead Managing Partner, Mr. Jones received the Master Agency Award and International Management Award at the Platinum level from GAMA.  Mr. Jones has attained the Certified Financial PlannerTM (from the Certified Financial Planner Board of Standards, Inc.), Chartered Financial Consultant, and Chartered Life Underwriter (from the Chartered Life Underwriter Institute), among other professional designations.

Additional Content

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The playback of this webinar is available to all CUES members as a benefit of your membership.

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