Leveling up Financial Benefits in the Workplace with Brian McDonald

Businesses are often focused on client retention, but employee retention is equally as important. In order to retain top talent, employers need to support employees' financial needs and offer them holistic financial benefits, regardless of their stage of life or current career trajectory.

Brian McDonald, Head of Morgan Stanley at Work, is committed to bringing employees comprehensive solutions that give them financial security and confidence. His mission is also to help employers invest in and retain their top talent. Morgan Stanley has been a key player guiding businesses for over 85 years, but their customized solutions have recently reached the next level through guidance, education, and technology.

This week, Brian talks to Jack about Morgan Stanley’s wealth management strategy, why employees are seeking holistic financial benefits, and what’s next for Brian and Morgan Stanley.

Key Takeaways