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The Adviser talks to Neue Black's Marshall Condon about his passion for working with millennial clientele, the strategies he's put in place for generating new leads, his plans to release new technology to ensure a holistic customer experience, and why he believes in the importance of educating Generation Y and preparing them financially for the future. Find out how this broker: • Moved into commercial broking • Worked with a tech provider to create a 'concierge service' • Plans to improve the financial literacy of his younger client base
By Momentum Media5
11 ratings
The Adviser talks to Neue Black's Marshall Condon about his passion for working with millennial clientele, the strategies he's put in place for generating new leads, his plans to release new technology to ensure a holistic customer experience, and why he believes in the importance of educating Generation Y and preparing them financially for the future. Find out how this broker: • Moved into commercial broking • Worked with a tech provider to create a 'concierge service' • Plans to improve the financial literacy of his younger client base

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