Updated Monday, April 21, 2014 as of 6:08 AM ET
Practice - Client
Talkin' About Your Generation
by: Joseph F. Coughlin
Monday, October 1, 2012
Print
Email
Reprints

For decades, client engagement was about understanding life stages - specifically, the differences between the baby boomers and the World War II generation. As the demographics have shifted, ushering in Gen X and Gen Y, new needs and expectations of a new three-generation marketplace have become more complex. They also have presented new challenges as well as opportunities for financial advisors.

Get access to this article and thousands more...

All Bank Investment Consultant articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

People
Bank Advisors on the Move

Current Issue

The April Issue is now online!


TWITTER
FACEBOOK
LINKEDIN
Already a subscriber? Log in here