The transition of wealth from Boomers to Millennials is already underway. Capturing your share of this 30-70 trillion-dollar opportunity not only requires a new way of working with clients, but a new mindset and business model for attracting the next generation of firm leaders. This white paper reveals top tips to recruit and retain the best-of-the-best to support your next-gen clientele—and eventually, take the leadership reins.
Topics discussed include:
- Embracing a change in mindset
- Evaluating and amp; refining your technology infrastructure
- Opening the door to new value-added services
- Adopting an omnichannel recruiting approach
- And more