Investor's Business Daily

To Stay A Step Ahead In 2019, Anticipate Change And Act On It Now

By Morey Stettner

If you want to cultivate younger professionals, such as the adult children of your aging clients, it helps to hire staffers who identify with them.

“Groom junior advisors by creating a work environment that’s engaging to millennials,” said Elisa Garcia, business development manager at Betterment for Advisors in New York City. “To attract these junior advisors, who will help you build relationships with second-generation clients, you can promote remote work with flexible hours, set up a satellite office with a shared workspace or create a service-level offering with cool loft space” that’s geared for this market.

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This article originally published December 29th, 2018 on Investor's Business Daily.

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