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    Tag: NexGen

    Excell 2024 – The Next Gen Advisors Bridging Legacy and Innovation Panel – Erin Wood (Moderator)

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    Excell 2024 – Gen Z’s Approach to Career Satisfaction – Wendy De La Rosa

    Wendy shares valuable insights, research, and stories, offering impactful tips on how to have conversations about human behavior, how we navigate our financial world, and…

    Coach Tip of the Week: Share Your Why Story to Inspire NextGen Stakeholders and Retain Them Longer

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    Coach Tip of the Week – What it Takes to Attract Gen Z Talent

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    Coach Tip of the Week – What NexGen Clients Want Vs. What You Offer

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    Coach Tip of the Week: Help NextGen-ers Generate Useful Ideas for ”Where They See Themselves in 5 Years”

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