Advisor Articles

GenLink, Traditionalist, Baby Boomer, Generation X, Millennial, Generation Edge

Secure the generational wealth transfer

As we start to experience the greatest wealth transfer in history, preventing assets from walking out the door will be a challenge for many financial advisors. Here are some tips to help you with intergenerational financial conversations to help ease the tension amid families.

Generation X

Gen Xers are turning 50: Now what?

As Xers face this new phase in their lives, they’re bringing their distinct Xer perspectives with them. Read what’s next for them.
Millennial, Generation Edge, GenLink

10 ways to explain saving and finance to Millennials and Generation Z

How do you discuss finances with phone-obsessed generations? It helps by teaching them how they like to learn. Discover 10 ways to explain saving and finance to Millennials and Generation Edge.

Traditionalist, Baby Boomer

Introducing family meetings

When properly conducted, family meetings are wonderful opportunities to bring multi-generational families closer together.
GenLink, Traditionalist, Baby Boomer, Generation X, Millennial, Generation Edge

Why advisors need to understand each generation

Navigating generational differences can be tricky, whether you’re speaking to a younger client or chatting with a long-time client that might be your parents’ age. Knowing each generation can lead to a growing and stable practice.

Generation X

Five reasons Generation X needs you

Gen X needs the guidance of financial professionals now more than ever. Let’s take a closer look.
Generation X, Millennial

Helping Millennial and Xer clients discuss legacy planning with their parents

Preparing family members for legacy conversations can be tricky. Read tips on helping Xer and Millennial clients discuss legacy planning with their parents.
Generation X, Millennial

Speaking the DINK and DINKY language

There is a new segment in the marketplace: Dual Income No Kids (DINK) and Dual Income No Kids Yet (DINKY).
Generation X

Justifying your fee for skeptical Xer clients

Read some questions that Xers might throw at you and strategies to convert their initial skepticism into buy-in.
Traditionalist, Baby Boomer, Generation X, Millennial, Generation Edge, GenLink

Four generational myths that can hurt client relationships

One of the biggest obstacles to peaceful, cohesive cross-generational relationships is the presence of

GenLink, Millennial

Millennials are changing the face of wealth

Did you know that a quarter of millionaires are Millennials? Uncover how Millennials are changing the face of wealth and what you can do to attract the next generation of moneymakers.

Traditionalist, Baby Boomer, Generation X, Millennial, Generation Edge, GenLink

Saving through the generations: What works and why

Every generation has grown up saving differently. As an advisor, being aware of these differences is the first step to helping them reach their financial goals

GenLink, Millennial

Millennials: One size doesn’t fit all

Don’t assume all Millennials are the same. Research shows the Great Recession greatly shaped the younger half of this generation. Discover how you can meet their unique needs.

GenLink, Traditionalist, Baby Boomer

A succession plan for the next generation

You’ve spent your career teaching clients the importance of retirement planning and how to protect their assets. But have you considered what will happen to your business when it comes time for you to pass it to the next generation of advisors?

GenLink, Traditionalist, Baby Boomer, Generation X, Millennial

Attracting assets in motion

Over the next few decades, client assets currently held by Traditionalists and Baby Boomers will be controlled by Generation Xers and Millennials, reshaping the traditional financial advisor model. Discover how you can plan for each generation.

GenLink, Traditionalist, Baby Boomer, Generation X, Millennial, Generation Edge

Costco, why it appeals to all generations and how it can help grow your practice

Costco appeals to every generation. Discover how you can tap into what they are doing to help grow your practice.

Traditionalist, Baby Boomer, Generation X, Millennial

Multigenerational meetings

When you’re meeting with clients or prospects, the odds are good that there will be more than one generation in the room. Read tips to tailor your approach to connecting with all generations in the room, no matter the mix.

Traditionalist, Baby Boomer, Generation X, Millennial

Framing conversations about money

Don’t get caught in the trap of communicating to just one generation’s style. Whether you want to discuss investments, retirement plans or when to bring family members into the conversation, the questions asked can set you up for success.
Baby Boomer, Generation X, Millennial

Each generation’s approach to investing

Understand how each generation’s unique perspective creates expectations and interests when it comes to investment decisions.

Baby Boomer

Four things not to say to a Boomer

When talking to your Boomer clients knowing what to avoid is vital to keeping a positive and productive relationship.
Baby Boomer

A tale of two Boomers

The advisor who can understand the subtle differences within the generation will have an added layer of understanding on how best to serve these clients.
Baby Boomer, Generation X, Millennial

How to hook the generations

The process of choosing a financial advisor for each generation can be diluted down to two critical steps: The Search and The Hook.
Generation X, Millennial

Financial journey for parents

From the first diaper to college tuition, children have endless financial implications for growing families.
Baby Boomer, Millennial

Financial tips for Boomer parents and their Millennial kids

Millennial children have by and large graduated college and are now setting out on their own and paving the way for their futures. However, newly graduated Millennials are looking to their parents for guidance more than ever.
Traditionalist, Baby Boomer, Generation X, Millennial, Generation Edge

How to address the debt conversation with all generations

Regardless of what generation your client belongs to, she or he has at one time – or many – felt fear, concern or confusion about debt.
Baby Boomer

Raging against aging: How Boomers are redefining retirement

Boomers have redefined every life stage they’ve touched. Why should retirement be any different?
Generation X

Building lasting relationships with Gen X clients

Gen Xers are part of a generation that came of age between two vastly different worlds: Cold War and post-Cold War, eight-bit computer

Generation X, Millennial

Robo-advisor vs. human advisor

While there are a few obvious perks to the robo-advisors, there are undeniable advantages that human advisors bring to clients.
Millennial

What’s keeping some Millennials from getting rich?

As a financial advisor you have one main overarching goal: protecting and growing your clients’ wealth. So when you stumble across an article titled “What’s keeping some Millennials from getting rich?” it’s only natural for your antennae to go up.