Good for you for digging into the Traditionalists. Did you know that their loyalty can easily be taken for granted? Advisors that hope to keep Traditionalists will need to stay engaged and accessible, continue to prove their worth and proactively form relationships with their heirs.

The Generations

Events and Conditions

What happens during our formative years has a significant impact on our behavior, outlook and generational personalities.

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As a result of events and conditions during their formative years, each generation develops a specific set of characteristics.

Financial Outlook

Though most Traditionalists have largely retired, they are a generation that relies on financial advisors and need help with the upcoming wealth transfer.

1 Brandon, E. (2014, January 27) How Seniors are Paying for Retirement.
2 Lancaster, L. & Stillman, D. (2003, March 4). When Generations Collide: Who They Are. Why They Clash. How to Solve the Generational Puzzle at Work. New York, New York: HarperBusiness.
3 Wells Fargo. (2012, July). Managing Affluence Across Generations.
4 Wells Fargo Advantage Funds. (2012). Generations of Opportunity: Capturing Tomorrow’s Untapped Markets.
5 U.S. Trust. 2012 U.S. Trust Insights on Wealth and Worth.TM
6 Forbes. (2014, August 13). The Silent Generation, “The Lucky Few” (Part 3 of 7).
7 Pew Research Center (2009, June 29) Growing Old in America: Expectations vs. Reality.
8 MetLife Mature Market Institute. (2011, June). The MetLife Study of Elder Financial Abuse. Crimes of Occasion, Desperation, and Predation Against America’s Elders.

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.