By understanding generations, you gain a greater sense of why people are the way they are. This can be valuable insight for advisors as they work with clients of all ages amid the largest demographic shift and wealth transfer in history.

The Generations

Get to know the generations

From Traditionalist to Gen Edge quickly understand each generation and things you can do to build stronger relationships.

Also known as...

Events and conditions

Influential Technology



Preferred method of communication

What does this mean for you as an advisor?

Things you can do to build stronger relationships with each generation

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This information is prepared by an unrelated independent third party, BridgeWorks, and is provided for informational purposes only. Ivy Distributors, Inc., believes the information has been obtained from sources considered to be reliable, but does not guarantee the accuracy of the information provided.