From Traditionalists to Generation Y, financial advising services are an essential part of creating and preserving wealth over time. However, providing your services diversely and accurately to each type of client can be difficult without a well-balanced idea of what each generation's strengths, weaknesses, potential opportunities, and threats to financial wellness are.
Below, you can download our free document Tips for Communicating Across Generations. It contains the following helpful sections to let you meet each generation of clients where they are:
- Generational names and years encompassed
- What do the members of each generation value?
- Generation-specific behaviors and communication tips
- Strengths, weaknesses, opportunities, and threats each generation may face when dealing with their finances and holistic wealth management
If this sounds like useful collateral, please click here to download our totally free resource for effective communication and client services for each generation.
Curious about connecting with other generations as an advisor? Check out our previous article, A Look Across Generations or read some of our recommended articles below.Subscribe to the Dunham Blog