Cam Marston helps financial advisors, wealth managers, banks, insurers, and financial-services leadership teams understand how different generations think about trust, risk, money, communication, and retirement — and how to adapt without sounding scripted or stale.
The Gen-Savvy Financial Advisor • Investments and Wealth Institute keynote • PHASE Into Retirement™ • 158 financial-services client relationships
Cam Marston helps financial-services audiences understand how generational change affects trust, communication, and retirement expectations. He is the author of The Gen-Savvy Financial Advisor and creator of PHASE Into Retirement™. Advisors leave with language they can use in client conversations immediately.
Client-facing teams adapting communication and trust-building across generations.
Institutions rethinking how they reach and retain clients of every age.
Conferences and annual meetings serving advisors and wealth professionals.
What builds credibility with a Boomer client versus a Gen X or Millennial client.
Generational differences in risk tolerance, communication style, and decision-making.
The PHASE™ framework for the non-financial side of retirement readiness.
“Looking at feedback, Cam's content definitely resonated with people and provided practical knowledge to bring back to their firms. Cam took it to another level.”
— Chris Wright, Director of Education and Events
At IWI's Annual Conference Experience (1,400–1,600 attendees), Cam's breakout session was the highest-attended of eight offered, with survey results in the top 5% of all presenters.
Read the Full Case StudyEveryone had something specific they could start doing the very next day to improve their communication across generations.
Cam speaks on how generational differences shape trust, risk tolerance, communication style, and retirement expectations — and what advisors and wealth teams should do differently with each generation of clients. His book, The Gen-Savvy Financial Advisor, covers the same material in depth.
Financial advisors, wealth management firms, banks, insurers, and financial-services associations hosting conferences, annual meetings, or internal leadership events.
Yes. Cam tailors examples and case material to the audience's specific role — advisors, wealth managers, insurance professionals, or bank leadership — and their event context.
Contact Cam or his business manager, Helen Broder, through the contact page to check availability and fees for your event date.
The non-financial side of retirement readiness — a natural pairing for financial-services audiences.
Explore