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Human Capital
Managing NextGen Financial Professionals
In this paper we seek to acknowledge the truths and dispel the myths around the stereotypes attached to Millennials. By understanding the drivers of Millennials’ preferred work styles and expectations, we believe advisors will be better equipped to manage them.
Client Relationships
The Bid: Money talks, stress walks
Money is ranked the #1 source of stress in people’s lives, higher than physical health, work or family. But while we’re often willing to talk about the rest of these stressors, money is surrounded by taboo. How can we turn this concept into something approachable and part of cultural conversation?
Client Relationships
Advisor2Advisor: William Schiffman & Jason Ray
Advisors William Schiffman & Jason Ray talk about what they are hearing from clients in this quick 2-minute interview.
Client Relationships
Client Discussion Guides
These value-add worksheets from BlackRock help increase engagement between an advisor and their clients.