The 10th Annual Talent Trends Report is based on a survey conducted over an eight-week period in the fourth quarter of 2018. The Report is based on responses from more than 300 participants who have intersected with Kathy Freeman Company over the firm’s 26-year history. Participants must be employed upon completing the survey and must have an established career
in financial services in leadership, sales, marketing, or other client-facing roles. Participants work across asset management, wealth management, alternative investments, private banks, trust companies, fintech and industry service providers. Click the above link to read the complete report.