Advisor Articles

GenLink, Baby Boomer, Generation X, Millennial, Generation Edge, GenLink / 08.02.18

Four generational myths that can hurt client relationships

One of the biggest obstacles to peaceful, cohesive cross-generational relationships is the presence of generational stereotypes.
Traditionalist, Baby Boomer, Generation X, Millennial, Generation Edge, GenLink / 03.26.18

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, Traditionalist, Baby Boomer, Generation X, Millennial / 11.28.17

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 / 10.11.17

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.

GenLink, Traditionalist, Baby Boomer, Generation X, Millennial, Generation Edge / 09.01.17

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.

GenLink, Traditionalist, Baby Boomer, Generation X, Millennial, Generation Edge / 12.21.16

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.

Traditionalist, Baby Boomer, Generation X, Millennial / 09.16.16

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 / 06.14.16

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.
Generation X, Millennial / 06.03.16

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 / 05.23.16

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.
Baby Boomer, Generation X, Millennial / 05.12.16

Each generation’s approach to investing

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

Generation X / 03.10.16

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.
Baby Boomer, Generation X, Millennial / 02.11.16

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 / 09.15.15

Financial journey for parents

From the first diaper to college tuition, children have endless financial implications for growing families.
Traditionalist, Baby Boomer, Generation X, Millennial, Generation Edge / 09.15.15

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.
Generation X, Millennial / 09.14.15

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 / 06.11.15

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 / 06.04.15

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.