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.

Jamie Hopkins
Jamie HopkinsFounder & President, Finserv
Jud Mackrill
Jud MackrillCEO & Cofounder, Milemarker
Jessica Perez
Jessica PerezVP of Growth, Milemarker

Speakers

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What you'll learn

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

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.

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.