The Gen-Savvy Financial Professional: Advising the Generations in the New Age of Uncertainty - Couverture souple
Synopsis
The Gen-Savvy Financial Professional is a practical field guide for advisors who want to build durable, multi-generational client relationships in a marketplace reshaped by economic shocks, cultural shifts, and the largest wealth transfer in history. Baby Boomers, Generation X, Millennials, and Generation Z each bring distinct experiences, anxieties, and expectations into financial conversations, and treating them the same is a costly mistake. This updated edition shows you how to recognize generational signals, adapt your communication style, and meet clients where they are, emotionally, culturally, and financially. You'll learn why trust forms differently across age groups, how life stage shapes financial behavior, and what it takes to earn relevance with heirs before assets transfer. Grounded in research, real-world case studies, and decades of consulting experience, this book delivers clear frameworks and actionable guidance, not theory, for advisors who want to stay indispensable as clients age, retire, and pass wealth forward. If the next generation of your clients matters, this book is no longer optional.
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 a leading authority on generational change and its impact on the workplace and marketplace. For more than 25 years, he and his firm, Generational Insights, have provided research and strategic guidance to hundreds of organizations, ranging from small businesses to multinational corporations and major professional associations. The author of five books, Marston's work has been featured in The Wall Street Journal, The Economist, BusinessWeek, Fortune, Money, and Forbes, and he has appeared on Good Morning America, CNN, and BBC News. He holds a bachelor's degree from Tulane University and lives in Mobile, Alabama.
Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.
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Paperback. Etat : new. Paperback. The Gen-Savvy Financial Professional is a practical field guide for advisors who want to build durable, multi-generational client relationships in a marketplace reshaped by economic shocks, cultural shifts, and the largest wealth transfer in history. Baby Boomers, Generation X, Millennials, and Generation Z each bring distinct experiences, anxieties, and expectations into financial conversations, and treating them the same is a costly mistake. This updated edition shows you how to recognize generational signals, adapt your communication style, and meet clients where they are, emotionally, culturally, and financially. You'll learn why trust forms differently across age groups, how life stage shapes financial behavior, and what it takes to earn relevance with heirs before assets transfer.Grounded in research, real-world case studies, and decades of consulting experience, this book delivers clear frameworks and actionable guidance, not theory, for advisors who want to stay indispensable as clients age, retire, and pass wealth forward.If the next generation of your clients matters, this book is no longer optional. This item is printed on demand. Shipping may be from multiple locations in the US or from the UK, depending on stock availability. N° de réf. du vendeur 9798986006741
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Paperback. Etat : new. Paperback. The Gen-Savvy Financial Professional is a practical field guide for advisors who want to build durable, multi-generational client relationships in a marketplace reshaped by economic shocks, cultural shifts, and the largest wealth transfer in history. Baby Boomers, Generation X, Millennials, and Generation Z each bring distinct experiences, anxieties, and expectations into financial conversations, and treating them the same is a costly mistake. This updated edition shows you how to recognize generational signals, adapt your communication style, and meet clients where they are, emotionally, culturally, and financially. You'll learn why trust forms differently across age groups, how life stage shapes financial behavior, and what it takes to earn relevance with heirs before assets transfer.Grounded in research, real-world case studies, and decades of consulting experience, this book delivers clear frameworks and actionable guidance, not theory, for advisors who want to stay indispensable as clients age, retire, and pass wealth forward.If the next generation of your clients matters, this book is no longer optional. This item is printed on demand. Shipping may be from our Sydney, NSW warehouse or from our UK or US warehouse, depending on stock availability. N° de réf. du vendeur 9798986006741
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Paperback. Etat : new. Paperback. The Gen-Savvy Financial Professional is a practical field guide for advisors who want to build durable, multi-generational client relationships in a marketplace reshaped by economic shocks, cultural shifts, and the largest wealth transfer in history. Baby Boomers, Generation X, Millennials, and Generation Z each bring distinct experiences, anxieties, and expectations into financial conversations, and treating them the same is a costly mistake. This updated edition shows you how to recognize generational signals, adapt your communication style, and meet clients where they are, emotionally, culturally, and financially. You'll learn why trust forms differently across age groups, how life stage shapes financial behavior, and what it takes to earn relevance with heirs before assets transfer.Grounded in research, real-world case studies, and decades of consulting experience, this book delivers clear frameworks and actionable guidance, not theory, for advisors who want to stay indispensable as clients age, retire, and pass wealth forward.If the next generation of your clients matters, this book is no longer optional. This item is printed on demand. Shipping may be from our UK warehouse or from our Australian or US warehouses, depending on stock availability. N° de réf. du vendeur 9798986006741
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Taschenbuch. Etat : Neu. nach der Bestellung gedruckt Neuware - Printed after ordering - The Gen-Savvy Financial Professional is a practical field guide for advisors who want to build durable, multi-generational client relationships in a marketplace reshaped by economic shocks, cultural shifts, and the largest wealth transfer in history. Baby Boomers, Generation X, Millennials, and Generation Z each bring distinct experiences, anxieties, and expectations into financial conversations, and treating them the same is a costly mistake.This updated edition shows you how to recognize generational signals, adapt your communication style, and meet clients where they are, emotionally, culturally, and financially. You'll learn why trust forms differently across age groups, how life stage shapes financial behavior, and what it takes to earn relevance with heirs before assets transfer.Grounded in research, real-world case studies, and decades of consulting experience, this book delivers clear frameworks and actionable guidance, not theory, for advisors who want to stay indispensable as clients age, retire, and pass wealth forward.If the next generation of your clients matters, this book is no longer optional. N° de réf. du vendeur 9798986006741
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Taschenbuch. Etat : Neu. The Gen-Savvy Financial Professional | Advising the Generations in the New Age of Uncertainty | Cam Marston | Taschenbuch | Englisch | 2026 | Cam Marston | EAN 9798986006741 | Verantwortliche Person für die EU: Libri GmbH, Europaallee 1, 36244 Bad Hersfeld, gpsr[at]libri[dot]de | Anbieter: preigu Print on Demand. N° de réf. du vendeur 135419762
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