Atlanta Regional Roundtable

Date: Tuesday, March 28, 2023
Time: 10:00 am - 2:00 pm

Join FSI and colleagues from in and around the ATL for a deep dive into Next-Gen recruitment and retention. We’ll discuss how to engage young people as clients, employees and advisors and the many benefits to gain from their perspectives. We will also outline ways to develop their interests and capabilities, plus how you can step up and lead the necessary evolution. Help accelerate the mindset shift by inviting your own Next-Gen staff to participate.

Discussion topics include:

  • Adopting a “work smarter, not harder” mindset to successfully integrate Next-Gen advisors into your practices, and the benefits of recruiting program partnerships
  • Pivoting to meet the needs of a Next-Gen workforce and how to identify key skill sets
  • Making financial advice accessible to Next-Gen clients through preferred platforms while preserving an individualized touch

See the complete agenda here.

Located next to Ponce City Market in downtown Atlanta, BlackRock’s Innovation Hub will serve as host for this timely event. Considered a “Next-Gen space”, the iHub is specifically designed to bring together diverse talents and facilitate collaboration, enhanced by local art and nods to Atlanta’s role as a transportation nexus.

BlackRock’s 2021 “Woman of the Year” award recipient and Managing Director / Head of the US Wealth Advisory (USWA) Advisor Insights Team, Elizabeth Koehler, CFA, will be on hand to facilitate our discussions.

Azalea Meeting Room, Ninth Floor
725 Ponce de Leon Ave NE
Atlanta, GA USA 30306

Registration ends Thursday, March 23 and is limited to current FSI members. The registration fee is $125 per person, and lunch will be provided.