report by BlackRock
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Business Development
Envestnet Advisor Award Winners: Putting Principles Into Practice
Three advisors describe how they translate their values into powerful advice and consistent, thoughtful service for clients.
Goals/Needs-Based Investing
The Power of Women: How to reach your financial success
This piece is approved to use with clients.
While many women are incredibly on top of their finances, others feel less confident. Today we’ll spend some time talking about the questions we frequently hear from women, ask you to reflect on your personal situation and hope that you come away from our time together with an even clearer view of your financial future and your path to deeper engagement.
Business Development
Prepare Your Practice for the Power of Women
This advisor presentation will help you learn more about the financial power women are wielding today—and how their power is expected to grow in the future. As women gain more financial responsibility, your practice needs to be ready to serve their needs. Explore new ways to position your practice for this future growth opportunity.
Human Capital
Millennials aren't interested/don't have money to invest: Moving beyond the stereotypes
Huge opportunities for growth are overlooked because too many firms believe the myth that millennials aren't interested in investing and don't have money. Bridge this gap with a multigenerational team of advisors.
Human Capital
Millennials are distracted by technology: Moving beyond the stereotypes
Technology is not truly a distraction to millennials, but rather the infrastructure for much of their lives. Use it to your firm's advantage.
Human Capital
Millennials are overly concerned with social responsibility: Moving beyond the stereotypes
Millennials are values oriented and want to be engaged with firms and people that understand and share their values. Harness this passion to grow your business and retain employees.
Human Capital
Millennials need constant feedback: Moving beyond the stereotypes
Millennials don't necessarily need hand holding but they do want regular engagement from their managers. If handled correctly this can yield strong results and efficiency.
Human Capital
Millennials are not loyal: Moving beyond the stereotypes
While millennials may not be loyal to their employers they are loyal to their work. Learn how to understand how to engage and retain these talented employees
Human Capital
Millennials are lazy: Moving beyond the stereotypes
Millennials were faced with post-secondary tuition rates that skyrocketed, but committed themselves to hard work and invested in their future with record levels of student debt. What is their reward for becoming the most educated generation?
Human Capital
Millennials are entitled: Moving beyond the stereotypes
Millennials tend to hold higher expectations about the opportunities for which they qualify than their predecessors held. They are not on a quest for handouts; instead, they tend to follow the principle of “risk and reward."