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Reaching Millennial Clients with Millennial Employees

Session Speakers
Session Description

Why Attend
Attract a new generation of millennial wealth to your firm by developing the next generation of employees.

Session Details
Among the greatest challenges firms face is how to attract a younger generation of employees and clients. Thankfully, figuring out the first solves the second. Hiring and retaining millennial investment advisors, back-office staff, and client support associates may stretch your comfort zone and involve some risk, but will drive your ability to attract a new generation of clients. Learn how to:

  • Identify your firm’s strengths and weaknesses as they relate to millennial employees
  • Adapt your firm to suit young talent
  • Assemble a plan for introducing millennial employees to your second- and third-generation clients
  • Build a network of millennial clients across economic profiles

Additional Information
CPE-1 hr
Snapshot Session
1h
Session Schedule