Articles liés à The Gen-Savvy Financial Advisor: Advising the Generations...

The Gen-Savvy Financial Advisor: Advising the Generations in the New Age of Uncertainty - Couverture souple

Marston, Cam

 
9780998262703: The Gen-Savvy Financial Advisor: Advising the Generations in the New Age of Uncertainty
Couverture souple
ISBN 10 : 0998262706 ISBN 13 : 9780998262703
Editeur : Generational Insights, 2016

Synopsis

There have been big changes in consumers' buying habits, and financial services are no exception, says Cam Marston, a world-renowned expert on generational issues in the marketplace.

Understanding clients' age-based points of view is an indispensable soft skill that you can use to establish connections and make sales.

New attitudes about investing break down along generational lines and this book is the definitive guide to tailoring financial services and building relationships with clients based on these new generation-specific expectations and experiences. Whole chapters are devoted to each of the four generations - Matures, Baby Boomers, Generation Xers, and Millennials - and their unique approaches to finance and investing. Marston offers detailed guidelines and an arsenal of proven techniques to help the advisor best serve investors of all ages.

Through this book, Marston conveys the changing demographics and shifting experiences that are giving many financial advisors anxiety they haven't felt since the Great Recession. But he also shares a path forward.

Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.

À propos de l'auteur

Cam Marston is the leading expert on generational change and its impact on the marketplace. Marston and his firm, Generational Insights, have provided research and consultation on generational issues to hundreds of companies and professional groups over 20 years. Author of three previous books and two best-selling videos, his work has been featured in the Wall Street Journal, The Economist, the Chicago Tribune, BusinessWeek, Fortune, Money, and Forbes, as well as on Good Morning America, CNN International, and BBC News and other major media outlets. He is a native and resident of Mobile, Alabama.

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.

Éditeur
Generational Insights
Date d'édition
2016
Langue
anglais
ISBN 10 
0998262706
ISBN 13 
9780998262703
Reliure
Broché
Nombre de pages
192
Coordonnées du fabricant
non disponible
Personne responsable
GPSR Kontakt
gpsr@libri.de

Europaallee 1
Bad Hersfeld
36244
Allemagne