Ivy Investments Forum
We recently gathered a number of thought-provoking experts who shared their latest views on an array of critical issues impacting today’s investing landscape. Watch the session replays to get our panelists’ insights.
The Next Gen Advisor program will help leaders identify and implement changes to attract and retain the next generation of talent.
It is more important now than ever to seek candidates who are committed, hardworking and motivated. But how do interviewers get past Millennial’s negative stereotypes? Start by reviewing these sample interview questions to help you understand why their response may be different than what you would expect.
Are you concerned about retaining Millennials and Gen Edgers? Explore how hard skills training can help develop and retain the next generation of advisors.
Many employers state recent college graduates lack necessary soft skills including interpersonal communication, critical thinking and organization. Are you prepared to bridge the soft skills gap with new advisors?
Your mom always said, “Don’t believe everything you read.” Discover why believing generalizations about Millennials may be a detriment to your recruiting and retaining efforts.
Discover changes you can make in your office to ensure a more collaborative office environment for you and your colleagues.
The list of Millennial-specific perks in the workplace is full of out-of-the-box — and sometimes wacky — ideas. Discover why benefits that are most valuable to Millennial financial advisors don’t have to break the bank and how the best perks are those that speak to their traits and workplace needs in a meaningful way.
For the financial planning industry, it has never been more important to build a pipeline of next generation advisors. Discover why Millennials seem uninterested in becoming financial planners, the biggest barriers standing in their way and how can you clear these hurdles to ensure a stream of top-level talent.