Monday, March 9, 2015

How the generational gap can be bridged with tactical planning - Selling Across Generations



They are four generations in our economic culture today. And each one holds a different attitude towards money and how they engage with financial advisers. The most senior of these four generations are called the mature, next are baby boomers, followed by Generation X and lastly are the millennials.

Financial advisers need to know their audience, so they can select the appropriate engagement method for prospects and clients. It's remarkable how unique each generation has their own cultural identity, but importantly, their key characteristics that can start or stop a relationship. This episode defines the generations and their idiosyncrasies.

Syndicated financial columnist and talk show host Steve Savant interviews registered investment advisers and certified financial planners Rob O'Dell and Heather Coulter. For almost 20 years their firm has been managing money and using their unique mind mapping software that analyzes, stores and retrieves client data and photos. This is episode 1 of 5 in the series, Selling Across Generations.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

Read More About Steve >>

Powered by Ash Brokerage

At its core, Ash Brokerage is about Honoring the Impact ® in the lives of the financial professionals who choose to partner with us — we are an engaged group of individuals who really care. We help advisors and their clients protect those they care about in impactful, meaningful ways ... Simply put, we make a difference in the lives of people.

Learn More >>
Ash Brokerage

Give Us A Call: (800) 589-3000