CHICAGO - Each generation has distinct characteristics that inform the way its members like to communicate and connect with other people. Naturally, most people approach others the way they’d like to be treated, but that doesn’t cut it for advisors working with clients from a different generation, said Cam Marston, a generational characteristics expert and consultant with his firm, Generational Insight.

At the Schwab Impact 2012 conference on Thursday, Marston’s session focused on the differences between the Baby Boomers, the Gen Xers and the Millenials and what those differing characteristics mean for advisors. “The disconnect is a gap they can’t cross,” he said.

Register or login for access to this item and much more

All Bank Investment Consultant content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access