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13. Connecting with a New Generation with Dr. Preston Cherry

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Manage episode 416001980 series 3546760
Content provided by Seeds Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seeds Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The younger generations want to give and receive financial advice in a drastically different manner than Gen X and those before them. By creating an authentic company culture that emphasizes the importance of human connection and cross-generational sharing, firms can both serve and attract the next generation of investors and employees. Zach Conway and Kelsey McKenna chat with the highly accomplished Dr. Preston Cherry about how to have build human connections with the younger generations.

Connect with us:

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

Ask Zach and Kelsey a question!

  continue reading

24 episodes

Artwork
iconShare
 
Manage episode 416001980 series 3546760
Content provided by Seeds Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seeds Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The younger generations want to give and receive financial advice in a drastically different manner than Gen X and those before them. By creating an authentic company culture that emphasizes the importance of human connection and cross-generational sharing, firms can both serve and attract the next generation of investors and employees. Zach Conway and Kelsey McKenna chat with the highly accomplished Dr. Preston Cherry about how to have build human connections with the younger generations.

Connect with us:

Want to learn more about how Seeds Investor can assess investors’ true investing preferences, personalize portfolios, and present engaging insights–all in one digital solution? Then be sure to click on the links below!

Ask Zach and Kelsey a question!

  continue reading

24 episodes

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