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 how to better engage the next generation of stakeholders and clients. They navigate through the evolving landscape of financial services, expanding on Jessica's journey from a reluctant start in 2008 to a passionate advocate for next-gen empowerment in finance.

Jessica discusses:

The importance of mentorship and guidance in empowering the next generation of financial professionals
How we can engage next-gen stakeholders and clients effectively
Strategies for enhancing client engagement and building meaningful relationships in the digital age
The significance of succession planning and creating opportunities for next-gen leaders within financial organizations
The importance of asking for what you want in your career and life
How financial advisors and professionals can navigate their career paths, promote personal growth, and embrace change and opportunities effectively
The intersection of technology, marketing, and finance in shaping the future of the financial services industry
And more

Don't miss out on Jess Flynn's insightful journey and her forward-thinking approach to integrating technology and marketing to redefine success in the financial sector.

Resources:

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About Our Guest:

Jessica Flynn is bold, resourceful and fluent in all things "financial planning." Experienced fintech & marketing consultant. Artful negotiator and true collaborator. Independently responsible for identifying, developing and integrating custom projects that require prioritization and cross-department collaboration. Trusted to identify trends and opportunities within the Financial Services sector, and honing a network of professionals to deliver meaningful change. Continuously increasing levels of responsibility refining strategic partnerships and deepening revenue streams through comprehensive organization-wide solutions and service lines.

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

Jessica Flynn: Attracting & Retaining Next-Gen Talent 34:58 Share

Framework with Ana Trujillo Limón

Shownotes Transcript

Jessica Flynn: Attracting & Retaining Next-Gen Talent