THE GEN-SAVVY FINANCIAL ADVISOR IBD

Sinopse

There have been big changes in consumers&rsquo, buying habits, and financialáservices are no exception, says Cam Marston, a world-renowned expertáon generational issues in the marketplace. Understanding clients&rsquo, age-based points of view is an indispensable softáskill that you can use to establish connections and make sales. New attitudes about investing break down along generational linesáand this book is the definitive guide to tailoring financial services andábuilding relationships with clients based on these new generation-specificáexpectations and experiences. Whole chapters are devoted toáeach of the four generations - Matures, Baby Boomers, Generation Xers,áand Millennials - and their unique approaches to finance and investing.áMarston offers detailed guidelines and an arsenal of proven techniquesáto help the advisor best serve investors of all ages. Through this book, Marston conveys the changing demographics andáshifting experiences that are giving many financial advisors anxiety theyáhaven&rsquo,t felt since the Great Recession. But he also shares a path forward.