There’s no mistaking the raised eyebrow of the Gen Xer. Learn about this independent, resourceful and highly skeptical generation and navigate its key traits to build strong relationships.

The Generations

From Traditionalist to Generation Edge, advisors must understand the stories behind each generation to continue growing their business.

Generation X: 1965 - 1979

While Gen X has been difficult to pin down in the marketplace, they are going to be the next generation controlling the majority of wealth, and it’s such a missed opportunity if financial advisors don’t understand their needs.

Events and Conditions

The formative years have a significant impact on behavior, outlook and generational personality.


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Traits

A unique set of traits characterize Gen X.

Financial Outlook

Complex financial decisions put Gen Xers on point for financial guidance.

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1 Hewlett, S. (2014, September 24). 4 Ways to Retain Gen Xers. Retrieved from Harvard Business Review.

2 Collinson, C. Generation X Workers: Retirement Reality Bites Unless Answers Are Implemented. (August 2014).

3 Stephen, B. (2013, February 1). Generation X is the New Sandwich Generation.

4 Taylor, P., & Gao, G. (2014, June 5). Generation X: America’s Neglected `Middle Child’..

5 Smialek, J. (2014, June 9). Lean Retirement Faces U.S. Generation X as Wealth Trails. Retrieved from Bloomberg.

6 Denmark, F. (1998, September 7). UFOs More Credible Than Social Security Pay?

7 Employee Financial Wellness Survey. (2014, April).


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.