PHASE Into Retirement

What’s Working: Workplace and Marketplace Trends

Posted On April 12, 2022

Extraordinary turnover. Mental health challenges leading to mental health awareness. Diversity and inclusion priorities. Supply chain nightmares. Vaccine controversy. Political divisions. Trembling stock market. Inflation forecasts. Partridge in a pear tree. Goodness. The trends shaping today’s workplace and marketplace are, each on their own, worthy of a news cycle headline. But in today’s upheaval, they’re happening simultaneously. Which of the trends making headlines will impact the workplace and marketplace most? Which ones do employers, managers, sales leaders, and human resources executives need to keep an eye on? I have opinions on that… In 2018, I began an old-school, interview-style, terrestrial… Read More

Navigating the Unknown: Five Essential Skills to Lead with Confidence in an Uncertain World

Posted On March 15, 2025

Five Generations In The Workplace

Posted On March 4, 2022

For the first time in history, five distinct generations – Matures, Boomers, Xers, Millennials and Gen Z – are employed side by side in the workplace. With differing values and seemingly incompatible views on how the workplace should function, these generations have stirred conflict in the business world. Witness the turnover, the lack of engagement, and management incomprehension and frustration. Knowledge of and effective management of this generational divide is vital to longevity and success. In fact, it is one of the most relevant and important demands your company can make of its leaders. In this engaging presentation, Cam Marston… Read More

Recruiting and Retaining Across the Generations

Posted On March 4, 2022

We hear is all the time: “Our people are our greatest asset.” But good talent is hard to find and even harder to keep.  How do you build your people assets? What do today’s employees want? The rare few workplaces that do not struggle to hire and retain all tend to have a few things in common: They have spent years intentionally building a culture designed to address employee needs both in and out of the workplace Leaders have been groomed to help employees discover their own inner motivations to find purpose in their work They recognize their culture as… Read More

Selling Across the Generations

Posted On March 4, 2022

The first rule of selling remains steadfast: Know your customer. With five distinct generations playing active roles in the buying decisions of companies worldwide, that tenet is increasingly difficult to fulfill. It is no longer enough to be personable with your customer and knowledgeable about your product. Changing dynamics require changing strategies. To succeed in today’s business climate, you need to approach each buyer with an informed generational perspective — recognizing the underlying biases, values and expectations that pave the way to “Yes.” These biases, values, and expectations impact everything from how you introduce yourself, how you communicate (both frequency… Read More

The Gen-Savvy Financial Advisor

Posted On March 4, 2022

For decades, financial services professionals have focused on demographic groups that are now moving into and past retirement. The Matures (born 1945 and prior) and the Baby Boomers (born 1946 – 1964) are the generations that the financial services industry grew up with and their client relationships were defined by traditional business models. Now, new generations, Generation X and, especially, Millennials, who have different economic and cultural experiences are moving into age ranges that make them prime markets for investments, retirement planning, insurance, and other financial products. The next generation of financial services client has arrived. They will not tolerate… Read More

Managing your Client’s Five Greatest Financial Fears

Posted On March 15, 2025