Case Studies

Workshop

Shaping the Next Generation of Financial Services

Shaping the Next Generation of Financial Services

About 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

Scalability

​In this session, you’ll learn :

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