Alisdair Barr, Founder and Managing Director of Grad Mentor, will discuss why millennials may be pivotal to the long term success of your financial planning business. He will provide principals, practical tools and techniques to help you lead, engage and keep this group motivated.

1. Growingyourfirm’sfuture
fromthegroundup
Presented by
Alisdair Barr
Founder and Managing Director
Grad Mentor
6 February 2018

2. | netwealth
Meet today’s speaker
Alisdair Barr
Founder and Managing Director
Grad Mentor
The state of managed accounts2

4. The Perfect Marriage
The Millennial The Firm
+

5. How we did the research
16
Businesses
32
Interviews
Successful
Relationships

6. What are the factors to success in good
‘marriages’ between the Millennial and the firm?
We asked…
What Millennials valued in a firm & what firms
valued in the Millennial?
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2
3
We asked about milestones to success for
both parties?4
What drives satisfaction for both sides?

7. Some questions you might have?

8. Attract Engage Retain

9. INTERSECTION
✱
✱
✱
✱
✱✱
✱✱
✱
✱
✱
✱
✱
✱
Alignment of Drivers
✱✱

10. What We Found…..

11. What We Found…..
Aligned Values
Work ethic
Attention to detail
Responsibility

12. What We Found…..
Flexible Work
Autonomy of Time
Travel/Commuting
Education

13. What We Found…..
Bigger Picture
Vision & Purpose
Meaningful work
Contribution

14. What We Found…..
Leadership
Professionally active
Opinion counts
Open door

15. What We Found…..
Performance
Discussions
Feedback
Performance improvement
Innovation

16. What We Found…..
Career Plan
Transparent
Education
Complexity

17. What We Found…..
Reasonable Pay
Fair and Reasonable
Professional development
Alternatives

18. A
Value to
Millennial
Market Utilisation
B
Value to
Firm
X
Time →

19. Time
The Millennial Life Cycle in the Firm
Value
Resourcing DevelopmentInduction Retention
Market Utilisation
FRAMEWORK
X
FRAMEWORK

20. The Application
How do I use this in my business
EVP Map the
Journey
Development
Framework

21. =
Market
Utilisation
X
Time
Systematic Development Plan
Value
INDUCTION
DEVELOPMENT
X

22. Take Aways
Marriages require ongoing open
dialogue it is not just about the benefits.
Easy reference guides to graduate resourcing
and success drivers for graduate careers.
Aligning commercial return on
investment and career aspirations.
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2
3

24. | netwealth24
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without taking into account the objectives, financial situation or needs of any individual. The information provided is not
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