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Working with Millennials, Utilizing Social Listening and Creating an Agenda for your Team Offsite

Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.

Our roundup of topics for this week encompass Millennials, social listening and team off-site agendas. We are kicking off with an interesting piece that examines the changing relationship Millennials have with financial planning. Next, we are looking at social listening tools. Our final article digs into building your next team off-site agenda.

As Millennials are approaching middle age and their peak earning years, they may be more open to working with a financial advisor. This piece highlights the changing landscape and how to work with this desirable demographic.

Social media listening tools help track social media conversations related to a specific topic. You can then analyze that data to inform your marketing decisions. Read on to learn about the top 13 tools that may help you gain an understanding into your clients’ minds, values, interests and investing motivations.

With year-end not far off, an annual off-site meeting with your whole team is an excellent opportunity for every team member to be heard and to set measurable goals. This piece provides off-site meeting themes and agenda topics to consider.