Are you ready to dive into what it takes to attract and retain the next generation of professionals in the finance industry?

In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Carson’s next-gen professionals, Jalen Blackmon, Associate, Partnership Developmentat Carson Group, Jabin Moore, Associate Private Client Manager at Carson Wealth, and Isaiah Johnson, Associate, Partnership Development  at Carson Group. They discuss the importance of attracting and retaining the next generation of professionals in the finance industry. The conversation delves into key aspects such as defining career paths and growth plans, the significance of having a sense of purpose at work, and the value of workplace diversity. Jalen, Jabin, and Isaiah provide valuable insights on how firms can create a culture that resonates with the Gen Z workforce and the skills necessary for young professionals to thrive in the financial services industry.

Key discussion topics: 

  • The importance of defining career paths and growth plans
  • Setting goals and milestones to gauge progress
  • Cultivating a sense of purpose in the workplace
  • Building diverse and inclusive workplace environments
  • Transparency, communication, and a sense of belonging in workplace culture
  • Nurturing curiosity, adaptability, and valuable connections in the workplace
  • Involving Gen Z in decision-making processes and leveraging diverse perspectives
  • And more

 

Resources:

  • Link to the blog that won’t be available until April 1st written by Jessica Colston about serving the next-gen stakeholders

Connect with Ana Trujillo Limón: 

Connect with Jalen Blackmon:

Connect with Jabin Moore:

Connect with Isaiah Johnson:

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

 

Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Jessica Flynn: Attracting & Retaining Next-Gen Talent

By: Ana Trujillo Limon
What powers the future of financial advisory? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Flynn, Director of Account Strategy at Intention.ly, about …
Blog

The Why, What and How of Attracting and Retaining Gen Z Stakeholders

By: Jessica Harrington
Sometimes mindlessly scrolling TikTok isn’t a total waste of time. It might actually give you some insight into how the different generations work. One TikTok I recently watched depicts …
Blog

Debra Taylor, CPA/PFS™️, JD, CDFA®️: Navigating Women’s Financial Challenges

By: Ana Trujillo Limon
With studies showing that women often leave advisors if not feeling connected, wealth managers must understand the importance of building relationships with female clients. Tune in to the Framework …
Blog

A Full Circle Moment: From Power Lunch to Fearless Girl

By: jgolson
Remember sick days when you were little? You’d stay home from school and scroll through the TV Guide to find something to watch. Most kids would watch The Price …
1 2 3 143