‘presentations’
Presentation to Financial Firm
When Anne Loehr, Generational Expert, was asked to pitch a large financial services firm about how she could help them, she reached out to us to help develop the presentation. The key objective of the presentation was to demonstrate a major crossroads they’re approaching—the retirement of most of their FAs as well as their high-net-worth clients. To address this, they need to revamp their hiring and training processes, but need some help in attracting Gen X and Gen Y employees.