How to attract and retain millennials

From building ties with schools and universities to selling the benefits of a career in financial planning, practitioners share practical tips on how to attract the next generation of planners
by Steve Hemsley

In the upcoming Q3 2018 edition of The Review, we report on the recruitment challenge facing financial planning, adviser and wealth management firms. An increase in demand for services, driven by the imminent retirement of baby boomers (people born between 1946–1965) and a more general shift towards a savings culture, will coincide with a fall in the number of qualified planners and advisers available to meet that demand. 

Recruiting and training new entrants to the workforce is one way of filling this talent gap. We asked financial planners and young recruits to the sector to share their stories and tips on what firms can do to find and retain millennials – the latest generation to enter the workforce. Here’s what they told us:
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Published: 08 Aug 2018
  • The Review
  • Financial Planning
  • Career Development
  • Recruitment
  • financial planning
  • CFP

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