MILEMARKER WEBINAR
MILEMARKER WEBINAR
Shaping the Next Generation of Financial Services
This session has already aired. Request access to the full recording — Jamie Hopkins of Finserv on attracting and keeping the next generation of financial professionals.

What you'll learn
01.
01.
Practical retention frameworks you can implement immediately
How to unify custodian, CRM, and portfolio data into a single normalized view
How to unify custodian, CRM, and portfolio data into a single normalized view
02.
02.
Hiring strategies to widen the talent pipeline
Automation playbooks that eliminate manual reporting and free advisor time
Automation playbooks that eliminate manual reporting and free advisor time
03.
03.
Templates for mentorship programs that work
The infrastructure decisions separating fast-growing firms from the rest
The infrastructure decisions separating fast-growing firms from the rest
About this webinar
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.
The recording is shared on request. Tell us a little about your firm and our team will review the request and send you access.
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.
The recording is shared on request. Tell us a little about your firm and our team will review the request and send you access.
About this webinar
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.
The recording is shared on request. Tell us a little about your firm and our team will review the request and send you access.
Finserv + Milemarker



Jamie Hopkins is Founder & President of Finserv.
Jud Mackrill is CEO & Cofounder of Milemarker.
Jessica Perez is VP of Growth at Milemarker.
Jamie Hopkins is Founder & President of Finserv.
Jud Mackrill is CEO & Cofounder of Milemarker.
Jessica Perez is VP of Growth at Milemarker.
Ready to Connect Your Stack?
30-minute consultation on your data strategy and requirements.
Watch a walkthrough of the platform in action.

Ready to Connect Your Stack?
30-minute consultation on your data strategy and requirements.
Watch a walkthrough of the platform in action.

Ready to Connect Your Stack?
30-minute consultation on your data strategy and requirements.
Watch a walkthrough of the platform in action.
