Workshop

Shaping the Next Generation of Financial Services

Shaping the Next Generation of Financial Services

Shaping the Next Generation of Financial Services

Milemarker

October 23, 2025

About This Event

Financial services provides a critical service to millions of Americans. However, there are huge barriers to entry and success in the profession. If we want Americans to have better access to financial planning, more secure retirements, and a healthier financial future, we need to attract a more diverse, inclusive, and driven group of young professionals to the profession.

Featuring

Jamie Hopkins, Founder & President of Finserv
Jud Mackrill, Co-Founder, Milemarker
Jessica Perez, VP of Growth, Milemarker

What You'll Learn

In this session, you'll discover:

💻 Practical retention frameworks you can implement immediately
💻 Hiring strategies to widen the talent pipeline
💻 Templates for mentorship programs that work

Workshop

Shaping the Next Generation of Financial Services

Milemarker

October 23, 2025

About This Event

Financial services provides a critical service to millions of Americans. However, there are huge barriers to entry and success in the profession. If we want Americans to have better access to financial planning, more secure retirements, and a healthier financial future, we need to attract a more diverse, inclusive, and driven group of young professionals to the profession.

Featuring

Jamie Hopkins, Founder & President of Finserv
Jud Mackrill, Co-Founder, Milemarker
Jessica Perez, VP of Growth, Milemarker

What You'll Learn

In this session, you'll discover:

💻 Practical retention frameworks you can implement immediately
💻 Hiring strategies to widen the talent pipeline
💻 Templates for mentorship programs that work

© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.