Although the pandemic may have caused certain leaders to stay longer than expected, they will eventually decide to exit. Those lacking a solid exit strategy are at a risk of challenges associated with leadership change once the pandemic is over.
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Penta Wealth Management is proud to announce that we have been named as one of the Top Wealth Management Services Providers of 2023 by Banking CIO Outlook. The list recognizes the top firms who are at the forefront of delivering wealth management services and was determined using market research focused on peer/client recommendations and best practices. We are honored by this acknowledgment and proud of our team’s commitment to excellence.
