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Advisor Articles
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?
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.
Introducing family meetings
When properly conducted, family meetings are wonderful opportunities to bring multi-generational families closer together.
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.
Four generational myths that can hurt client relationships
One of the biggest obstacles to peaceful, cohesive cross-generational relationships is the presence of
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
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.
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.
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.
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.
Each generation’s approach to investing
Understand how each generation’s unique perspective creates expectations and interests when it comes to investment decisions.
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.
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.
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.
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.
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.
Raging against aging: How Boomers are redefining retirement
Boomers have redefined every life stage they’ve touched. Why should retirement be any different?