Biggest mistake firms make with NextGen

Featuring Jennifer Wilson, co-founder and partner with ConvergenceCoaching LLC


Transcript:

The biggest mistake firms can make when trying to serve NextGen clients or attract and retain NextGen talent is thinking that the way we've always done it is going to work. For sure, traditional modes of serving NextGen clients and traditional modes of motivating and retaining talent will not work with the NextGen for a variety of reasons. There are a whole list of things they'd like to see different: flexibility, technology, remote service models, more value add, more mentoring, more coaching, more consulting; many things they'd like to see differently. But what each firm should do to attract their NextGen client or talent is ask them. They know the answers, they'll provide the ideas. Ask them what they want and then develop strategies around those ideas and even ask your NextGen talent to help you implement them. They're very excited to make these changes, and they can help you solve these challenges and implement these ideas.

SPONSORED WHITE PAPER

Preparing the statement of cash flows

This instructive white paper outlines common pitfalls in the preparation of the statement of cash flows, resources to minimize these risks, and four critical skills your staff will need as you approach necessary changes to the process.

RESOURCES

Keeping you informed and prepared amid the COVID-19 crisis

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.