Alisdair Barr, Founder and Managing Director of Grad Mentor, will discuss why millennials may be pivotal to the long term success of your financial planning business. He will provide principals, practical tools and techniques to help you lead, engage and keep this group motivated.
5. How we did the research
16
Businesses
32
Interviews
Successful
Relationships
6. What are the factors to success in good
‘marriages’ between the Millennial and the firm?
We asked…
What Millennials valued in a firm & what firms
valued in the Millennial?
1
2
3
We asked about milestones to success for
both parties?4
What drives satisfaction for both sides?
22. Take Aways
Marriages require ongoing open
dialogue it is not just about the benefits.
Easy reference guides to graduate resourcing
and success drivers for graduate careers.
Aligning commercial return on
investment and career aspirations.
1
2
3
23.
24. | netwealth24
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without taking into account the objectives, financial situation or needs of any individual. The information provided is not
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