Strategies for Developing Early Career Professionals

A major trend with family enterprise organizations is designing ways to develop and retain early career professionals. The most effective emerging practice is to develop a strategy that blends the quantitative skills necessary to meet the financial, legal and technical needs of a family, along with the qualitative skills needed to navigate complexity, change management and family dynamics. Together, these core competencies provide a clearer path for career progression and immediate organizational impact. Which is critical for millennials and Gen Z’s entering the workforce.

In this webcast, Jeff Strese, FOX's Family Learning and Leadership Consultant, will discuss some of these strategies and core competencies for developing early career professionals. In the second half, Jeff will interview Jacob Mattox, FOX’s newest relationship manager and someone who exemplifies the profile of an early career professional. Jacob has a solid foundation of experience in wealth management and a strong aptitude for emotional intelligence, active listening and family dynamics. Jeff and Jacob will explore challenges faced by early career professionals and strategies to keep them engaged and motivated.

Jacob Mattox, Relationship Manager, FOX
Jeff Strese, Family Learning & Leadership Consultant, FOX