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Jessica Flynn: Attracting & Retaining Next-Gen Talent

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Manage episode 412660017 series 3398194
内容由Carson Coaching提供。所有播客内容(包括剧集、图形和播客描述)均由 Carson Coaching 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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:

Connect with Ana Trujillo Limón:

Connect with Jessica Flynn:

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.

  continue reading

259集单集

Artwork
icon分享
 
Manage episode 412660017 series 3398194
内容由Carson Coaching提供。所有播客内容(包括剧集、图形和播客描述)均由 Carson Coaching 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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:

Connect with Ana Trujillo Limón:

Connect with Jessica Flynn:

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.

  continue reading

259集单集

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