Building a Modern Staff to Serve the Next Generation of Clients

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 & refining your technology infrastructure
  • Opening the door to new value-added services
  • Adopting an omnichannel recruiting approach
  • And more!


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